B. Riley Wealth Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,737
| Closed | -$411K | – | 1558 |
|
|
2023
Q2 | $411K | Buy |
8,737
+34
| +0.4% | +$1.6K | 0.01% | 959 |
|
|
2023
Q1 | $334K | Buy |
8,703
+317
| +4% | +$12.2K | 0.01% | 1013 |
|
|
2022
Q4 | $319K | Sell |
8,386
-4,803
| -36% | -$182K | 0.01% | 1022 |
|
|
2022
Q3 | $473K | Buy |
13,189
+746
| +6% | +$26.8K | 0.01% | 780 |
|
|
2022
Q2 | $584K | Buy |
12,443
+6,935
| +126% | +$325K | 0.02% | 595 |
|
|
2022
Q1 | $302K | Buy |
5,508
+654
| +13% | +$35.9K | 0.01% | 1004 |
|
|
2021
Q4 | $231K | Buy |
4,854
+604
| +14% | +$28.7K | 0.01% | 1204 |
|
|
2021
Q3 | $210K | Buy |
+4,250
| New | +$210K | 0.01% | 1224 |
|
|
2019
Q4 | – | Sell |
-2,640
| Closed | -$203K | – | 860 |
|
|
2019
Q3 | $203K | Sell |
2,640
-854
| -24% | -$65.7K | 0.02% | 724 |
|
|
2019
Q2 | $261K | Sell |
3,494
-137
| -4% | -$10.2K | 0.03% | 621 |
|
|
2019
Q1 | $280K | Buy |
3,631
+126
| +4% | +$9.72K | 0.04% | 527 |
|
|
2018
Q4 | $225K | Buy |
+3,505
| New | +$225K | 0.03% | 543 |
|
|
2015
Q1 | – | Sell |
-1,309
| Closed | -$75 | – | 979 |
|
|
2014
Q4 | $75 | Buy |
+1,309
| New | +$75 | ﹤0.01% | 1868 |
|
|
2014
Q3 | – | Sell |
-1,338
| Closed | -$74.7K | – | 1004 |
|
|
2014
Q2 | $74.7K | Buy |
+1,338
| New | +$74.7K | 0.02% | 849 |
|