Affinity Investment Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $256K | Sell |
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2025
Q1 | $232K | Buy |
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2024
Q4 | – | Sell |
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2024
Q3 | $402K | Hold |
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2024
Q2 | $345K | Hold |
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2024
Q1 | $348K | Sell |
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2023
Q4 | $399K | Hold |
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2023
Q3 | $342K | Buy |
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2017
Q2 | – | Sell |
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2017
Q1 | $268K | Sell |
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2016
Q4 | $308K | Hold |
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2016
Q3 | $338K | Sell |
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2016
Q2 | $408K | Hold |
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2016
Q1 | $337K | Buy |
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