AW
Avion Wealth’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12
| Closed | -$1K | – | 1173 |
|
|
2023
Q4 | $1K | Sell |
12
-24
| -67% | -$2K | ﹤0.01% | 770 |
|
|
2023
Q3 | $0 | Buy |
36
+12
| +50% | – | ﹤0.01% | 912 |
|
|
2023
Q2 | $0 | Buy |
+24
| New | – | ﹤0.01% | 803 |
|
|
2020
Q4 | – | Sell |
-1,116
| Closed | -$31K | – | 356 |
|
|
2020
Q3 | $31K | Hold |
1,116
| – | – | 0.01% | 114 |
|
|
2020
Q2 | $37K | Hold |
1,116
| – | – | 0.01% | 103 |
|
|
2020
Q1 | $27K | Buy |
+1,116
| New | +$27K | 0.01% | 112 |
|