Atria Wealth Solutions’s EPR Properties EPR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,617
Closed -$243K 1581
2025
Q1
$243K Sell
4,617
-373
-7% -$19.6K ﹤0.01% 1595
2024
Q4
$221K Sell
4,990
-12
-0.2% -$531 ﹤0.01% 1734
2024
Q3
$245K Buy
5,002
+223
+5% +$10.9K ﹤0.01% 1626
2024
Q2
$201K Buy
+4,779
New +$201K ﹤0.01% 1758