BerganKDV Wealth Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $11.7K | Hold |
250
| – | – | ﹤0.01% | 543 |
|
|
2023
Q1 | $9.53K | Hold |
250
| – | – | ﹤0.01% | 612 |
|
|
2022
Q4 | $9.43K | Hold |
250
| – | – | ﹤0.01% | 586 |
|
|
2022
Q3 | $9K | Hold |
250
| – | – | ﹤0.01% | 583 |
|
|
2022
Q2 | $12K | Hold |
250
| – | – | ﹤0.01% | 558 |
|
|
2022
Q1 | $14K | Hold |
250
| – | – | ﹤0.01% | 557 |
|
|
2021
Q4 | $12K | Hold |
250
| – | – | ﹤0.01% | 634 |
|
|
2021
Q3 | $12K | Hold |
250
| – | – | ﹤0.01% | 608 |
|
|
2021
Q2 | $13K | Hold |
250
| – | – | ﹤0.01% | 564 |
|
|
2021
Q1 | $12K | Hold |
250
| – | – | ﹤0.01% | 557 |
|
|
2020
Q4 | $8K | Hold |
250
| – | – | ﹤0.01% | 593 |
|
|
2020
Q3 | $7K | Hold |
250
| – | – | ﹤0.01% | 545 |
|
|
2020
Q2 | $8K | Sell |
250
-500
| -67% | -$16K | ﹤0.01% | 565 |
|
|
2020
Q1 | $18K | Hold |
750
| – | – | ﹤0.01% | 430 |
|
|
2019
Q4 | $53K | Hold |
750
| – | – | 0.01% | 339 |
|
|
2019
Q3 | $58K | Buy |
+750
| New | +$58K | 0.01% | 318 |
|
|
2019
Q2 | – | Hold |
0
| – | -$58K | – | 312 |
|
|
2019
Q1 | – | Hold |
0
| – | -$48K | – | 326 |
|
|
2018
Q4 | – | Hold |
0
| – | -$51K | – | 301 |
|
|
2018
Q3 | – | Hold |
0
| – | -$49K | – | 315 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 322 |
|