Beaumont Financial Advisors’s EPR Properties EPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,190	Closed	-$207K	–	359
2021 Q3	$207K	Sell	4,190 -167,252	-98%	-$8.26M	0.02%	343
2021 Q2	$9.03M	Buy	171,442 +25,115	+17%	+$1.32M	0.69%	42
2021 Q1	$6.82M	Buy	+146,327	New	+$6.82M	0.58%	54