Institute for Wealth Management’s W.P. Carey WPC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-3,375	Closed	-$268K	–	473
2019 Q2	$268K	Sell	3,375 -2,127	-39%	-$169K	0.06%	377
2019 Q1	$422K	Sell	5,502 -332	-6%	-$25.5K	0.09%	273
2018 Q4	$373K	Buy	+5,834	New	+$373K	0.15%	179