Atlantic Edge Private Wealth Management’s EPR Properties EPR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $53.9K | Buy |
925
+75
| +9% | +$4.37K | 0.01% | 205 |
|
2025
Q1 | $44.7K | Buy |
850
+400
| +89% | +$21K | 0.01% | 212 |
|
2024
Q4 | $19.9K | Hold |
450
| – | – | 0.01% | 278 |
|
2024
Q3 | $22.1K | Hold |
450
| – | – | 0.01% | 256 |
|
2024
Q2 | $18.9K | Hold |
450
| – | – | 0.01% | 259 |
|
2024
Q1 | $19.1K | Hold |
450
| – | – | 0.01% | 254 |
|
2023
Q4 | $21.8K | Buy |
+450
| New | +$21.8K | 0.01% | 230 |
|