AWM
Activest Wealth Management’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$53 | – | 1169 |
|
|
2025
Q1 | $53 | Hold |
1
| – | – | ﹤0.01% | 991 |
|
|
2024
Q4 | $44 | Buy |
+1
| New | +$44 | ﹤0.01% | 758 |
|
|
2023
Q1 | – | Sell |
-1,300
| Closed | -$49K | – | 387 |
|
|
2022
Q4 | $49K | Hold |
1,300
| – | – | 0.01% | 182 |
|
|
2022
Q3 | $47K | Buy |
+1,300
| New | +$47K | 0.02% | 184 |
|