Bell Investment Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.97K | Hold |
154
| – | – | ﹤0.01% | 726 |
|
|
2025
Q1 | $8.1K | Hold |
154
| – | – | ﹤0.01% | 686 |
|
|
2024
Q4 | $6.82K | Buy |
154
+11
| +8% | +$487 | ﹤0.01% | 767 |
|
|
2024
Q3 | $7.01K | Sell |
143
-13
| -8% | -$638 | ﹤0.01% | 772 |
|
|
2024
Q2 | $6.55K | Hold |
156
| – | – | ﹤0.01% | 796 |
|
|
2024
Q1 | $6.62K | Hold |
156
| – | – | ﹤0.01% | 772 |
|
|
2023
Q4 | $7.56K | Sell |
156
-4
| -3% | -$194 | ﹤0.01% | 667 |
|
|
2023
Q3 | $6.65K | Sell |
160
-9
| -5% | -$374 | ﹤0.01% | 669 |
|
|
2023
Q2 | $7.91K | Buy |
169
+13
| +8% | +$608 | ﹤0.01% | 604 |
|
|
2023
Q1 | $5.94K | Buy |
156
+13
| +9% | +$495 | ﹤0.01% | 699 |
|
|
2022
Q4 | $5.39K | Buy |
143
+41
| +40% | +$1.55K | ﹤0.01% | 767 |
|
|
2022
Q3 | $4K | Sell |
102
-22
| -18% | -$863 | ﹤0.01% | 772 |
|
|
2022
Q2 | $6K | Buy |
+124
| New | +$6K | ﹤0.01% | 615 |
|
|
2021
Q4 | $5K | Sell |
113
-19
| -14% | -$841 | ﹤0.01% | 753 |
|
|
2021
Q3 | $7K | Buy |
+132
| New | +$7K | ﹤0.01% | 565 |
|