Ahrens Investment Partners’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $36.2K | Buy |
+950
| New | +$36.2K | 0.02% | 372 |
|
|
2022
Q3 | – | Sell |
-512
| Closed | -$24K | – | 386 |
|
|
2022
Q2 | $24K | Buy |
512
+4
| +0.8% | +$188 | 0.01% | 457 |
|
|
2022
Q1 | $28K | Sell |
508
-2,097
| -80% | -$116K | 0.01% | 522 |
|
|
2021
Q4 | $124K | Sell |
2,605
-3,797
| -59% | -$181K | 0.05% | 254 |
|
|
2021
Q3 | $316K | Sell |
6,402
-1,598
| -20% | -$78.9K | 0.15% | 142 |
|
|
2021
Q2 | $421K | Sell |
8,000
-450
| -5% | -$23.7K | 0.19% | 134 |
|
|
2021
Q1 | $394K | Buy |
+8,450
| New | +$394K | 0.2% | 124 |
|
|
2018
Q1 | – | Sell |
-3,579
| Closed | -$234K | – | 169 |
|
|
2017
Q4 | $234K | Sell |
3,579
-467
| -12% | -$30.5K | 0.09% | 132 |
|
|
2017
Q3 | $282K | Buy |
4,046
+513
| +15% | +$35.8K | 0.12% | 101 |
|
|
2017
Q2 | $254K | Buy |
+3,533
| New | +$254K | 0.11% | 112 |
|