Accel Wealth Management’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-272
| Closed | -$10.4K | – | 375 |
|
|
2023
Q1 | $10.4K | Hold |
272
| – | – | ﹤0.01% | 870 |
|
|
2022
Q4 | $10.3K | Buy |
272
+83
| +44% | +$3.13K | ﹤0.01% | 699 |
|
|
2022
Q3 | $7K | Hold |
189
| – | – | ﹤0.01% | 798 |
|
|
2022
Q2 | $9K | Buy |
189
+31
| +20% | +$1.48K | 0.01% | 720 |
|
|
2022
Q1 | $9K | Buy |
+158
| New | +$9K | ﹤0.01% | 719 |
|
|
2021
Q3 | – | Sell |
-700
| Closed | -$37K | – | 838 |
|
|
2021
Q2 | $37K | Hold |
700
| – | – | 0.02% | 396 |
|
|
2021
Q1 | $33K | Sell |
700
-306
| -30% | -$14.4K | 0.03% | 397 |
|
|
2020
Q4 | $33K | Buy |
+1,006
| New | +$33K | 0.03% | 384 |
|