Summit Financial Wealth Advisors’s W.P. Carey WPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-857	Closed	-$48K	–	215
2015 Q3	$48K	Hold	857	–	–	0.03%	126
2015 Q2	$49K	Hold	857	–	–	0.03%	145
2015 Q1	$53K	Hold	857	–	–	0.04%	118
2014 Q4	$59K	Buy	+857	New	+$59K	0.04%	114