Integrated Wealth Management’s Realty Income O Stock Holding History

Integrated Wealth Management’s Portfolio O Stock Details O Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$755K	Buy
2016 Q4	$652K	Sell
2016 Q3	$795K	Buy
2016 Q2	$733K	Buy
2016 Q1	$464K	Buy
2015 Q4	$288K	Buy
2015 Q3	$183K	Buy
2015 Q2	$165K	Buy
2015 Q1	$166K	Buy