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

Integrated Wealth Management’s Portfolio WPC Stock Details WPC 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	$316K	Hold
2016 Q4	$300K	Hold
2016 Q3	$327K	Buy
2016 Q2	$319K	Buy
2016 Q1	$268K	Hold
2015 Q4	$254K	Hold
2015 Q3	$249K	Hold
2015 Q2	$253K	Hold
2015 Q1	$292K	Buy