Avior Wealth Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14
| Closed | -$686 | – | 2487 |
|
|
2024
Q3 | $686 | Buy |
+14
| New | +$639 | ﹤0.01% | 2129 |
|
|
2024
Q2 | – | Sell |
-161
| Closed | -$6.83K | – | 2712 |
|
|
2024
Q1 | $6.83K | Buy |
161
+46
| +40% | +$2.01K | ﹤0.01% | 1986 |
|
|
2023
Q4 | $5.57K | Sell |
115
-51
| -31% | -$2.27K | ﹤0.01% | 1116 |
|
|
2023
Q3 | $6.89K | Hold |
166
| – | – | ﹤0.01% | 1104 |
|
|
2023
Q2 | $7.77K | Hold |
166
| – | – | ﹤0.01% | 1068 |
|
|
2023
Q1 | $6.32K | Buy |
+166
| New | +$6.62K | ﹤0.01% | 1142 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$14K | – | 1190 |
|
|
2022
Q2 | $14K | Buy |
+300
| New | +$15.2K | ﹤0.01% | 722 |
|
|
2021
Q3 | – | Sell |
-24
| Closed | -$1K | – | 1086 |
|
|
2021
Q2 | $1K | Sell |
24
-8
| -25% | -$398 | ﹤0.01% | 955 |
|
|
2021
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 945 |
|
|
2020
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 913 |
|
|
2020
Q3 | $0 | Hold |
32
| – | – | ﹤0.01% | 952 |
|
|
2020
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 841 |
|
|
2020
Q1 | $0 | Hold |
32
| – | – | ﹤0.01% | 810 |
|
|
2019
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 716 |
|
|
2019
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 680 |
|
|
2019
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 724 |
|
|
2019
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 609 |
|
|
2018
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 664 |
|
|
2018
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 679 |
|
|
2018
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 710 |
|
|
2018
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 690 |
|
|
2017
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 690 |
|
|
2017
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 453 |
|
|
2017
Q2 | $2K | Buy |
+32
| New | +$2.33K | ﹤0.01% | 410 |
|
Other funds holding EPR
