Arkadios Wealth Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-343
| Closed | -$16K | – | 912 |
|
|
2021
Q3 | $16K | Sell |
343
-47
| -12% | -$2.19K | ﹤0.01% | 1290 |
|
|
2021
Q2 | $20K | Sell |
390
-14
| -3% | -$718 | ﹤0.01% | 1282 |
|
|
2021
Q1 | $18K | Hold |
404
| – | – | ﹤0.01% | 1000 |
|
|
2020
Q4 | $13K | Buy |
404
+50
| +14% | +$1.61K | ﹤0.01% | 887 |
|
|
2020
Q3 | $7.63K | Hold |
354
| – | – | ﹤0.01% | 790 |
|
|
2020
Q2 | $10.8K | Buy |
354
+189
| +115% | +$5.75K | 0.01% | 669 |
|
|
2020
Q1 | $4K | Sell |
165
-15
| -8% | -$363 | ﹤0.01% | 831 |
|
|
2019
Q4 | $12.6K | Buy |
+180
| New | +$12.6K | 0.01% | 542 |
|