Bartlett & Co 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
2023 Q3	–	Sell	-14	Closed	-$659	–	1186
2023 Q2	$659	Hold	14	–	–	﹤0.01%	1113
2023 Q1	$537	Hold	14	–	–	﹤0.01%	1029
2022 Q4	$532	Hold	14	–	–	﹤0.01%	1064
2022 Q3	$506	Hold	14	–	–	﹤0.01%	1146
2022 Q2	$661	Hold	14	–	–	﹤0.01%	1260
2022 Q1	$770	Buy	+14	New	+$678	﹤0.01%	1034
2021 Q4	–	Sell	-14	Closed	-$695	–	533
2021 Q3	$695	Hold	14	–	–	﹤0.01%	924
2021 Q2	$738	Hold	14	–	–	﹤0.01%	990
2021 Q1	$652	Hold	14	–	–	﹤0.01%	1028
2020 Q4	$455	Hold	14	–	–	﹤0.01%	1161
2020 Q3	$385	Hold	14	–	–	﹤0.01%	823
2020 Q2	$464	Hold	14	–	–	﹤0.01%	827
2020 Q1	$344	Hold	14	–	–	﹤0.01%	825
2019 Q4	$994	Hold	14	–	–	﹤0.01%	830
2019 Q3	$1.08K	Hold	14	–	–	﹤0.01%	844
2019 Q2	$1.05K	Hold	14	–	–	﹤0.01%	703
2019 Q1	$1.08K	Hold	14	–	–	﹤0.01%	678
2018 Q4	$901	Hold	14	–	–	﹤0.01%	662
2018 Q3	$963	Hold	14	–	–	﹤0.01%	677
2018 Q2	$912	Hold	14	–	–	﹤0.01%	677
2018 Q1	$781	Buy	+14	New	+$811	﹤0.01%	721