Integrated Wealth Management’s VEREIT, Inc. VER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-204
| Closed | -$11K | – | 1136 |
|
|
2016
Q3 | $11K | Hold |
204
| – | – | ﹤0.01% | 749 |
|
|
2016
Q2 | $10K | Sell |
204
-68
| -25% | -$3.33K | ﹤0.01% | 775 |
|
|
2016
Q1 | $12K | Buy |
272
+16
| +6% | +$706 | 0.01% | 670 |
|
|
2015
Q4 | $10K | Sell |
256
-40
| -14% | -$1.56K | ﹤0.01% | 779 |
|
|
2015
Q3 | $11K | Sell |
296
-114
| -28% | -$4.24K | ﹤0.01% | 749 |
|
|
2015
Q2 | $17K | Hold |
410
| – | – | 0.01% | 658 |
|
|
2015
Q1 | $20K | Buy |
+410
| New | +$20K | 0.01% | 578 |
|