Avantax Advisory Services’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,651
| Closed | -$225K | – | 1666 |
|
|
2023
Q4 | $225K | Buy |
+4,651
| New | +$225K | ﹤0.01% | 1407 |
|
|
2023
Q3 | – | Sell |
-4,587
| Closed | -$215K | – | 1570 |
|
|
2023
Q2 | $215K | Buy |
+4,587
| New | +$215K | ﹤0.01% | 1367 |
|
|
2022
Q3 | – | Sell |
-4,422
| Closed | -$208K | – | 1346 |
|
|
2022
Q2 | $208K | Buy |
4,422
+7
| +0.2% | +$329 | ﹤0.01% | 1185 |
|
|
2022
Q1 | $242K | Buy |
4,415
+160
| +4% | +$8.77K | ﹤0.01% | 1110 |
|
|
2021
Q4 | $202K | Buy |
4,255
+202
| +5% | +$9.59K | ﹤0.01% | 1167 |
|
|
2021
Q3 | $200K | Buy |
4,053
+104
| +3% | +$5.13K | ﹤0.01% | 1112 |
|
|
2021
Q2 | $208K | Buy |
+3,949
| New | +$208K | ﹤0.01% | 1064 |
|
|
2020
Q4 | – | Sell |
-7,779
| Closed | -$216K | – | 1052 |
|
|
2020
Q3 | $216K | Buy |
+7,779
| New | +$216K | ﹤0.01% | 1198 |
|
|
2020
Q2 | – | Sell |
-9,210
| Closed | -$223K | – | 861 |
|
|
2020
Q1 | $223K | Buy |
9,210
+1,656
| +22% | +$40.1K | 0.01% | 684 |
|
|
2019
Q4 | $533K | Buy |
+7,554
| New | +$533K | 0.01% | 454 |
|