Berman Capital 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
Q3 | $23K | Hold |
469
| – | – | ﹤0.01% | 930 |
|
|
2021
Q2 | $24K | Hold |
469
| – | – | ﹤0.01% | 836 |
|
|
2021
Q1 | $21K | Hold |
469
| – | – | ﹤0.01% | 769 |
|
|
2020
Q4 | $15K | Sell |
469
-14
| -3% | -$448 | ﹤0.01% | 756 |
|
|
2020
Q3 | $13K | Hold |
483
| – | – | ﹤0.01% | 715 |
|
|
2020
Q2 | $16K | Buy |
483
+451
| +1,409% | +$14.9K | ﹤0.01% | 607 |
|
|
2020
Q1 | $0 | Sell |
32
-91
| -74% | – | ﹤0.01% | 1525 |
|
|
2019
Q4 | $8K | Buy |
123
+62
| +102% | +$4.03K | ﹤0.01% | 823 |
|
|
2019
Q3 | $4K | Buy |
61
+1
| +2% | +$66 | ﹤0.01% | 996 |
|
|
2019
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 1012 |
|
|
2019
Q1 | $4K | Buy |
60
+30
| +100% | +$2K | ﹤0.01% | 912 |
|
|
2018
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 984 |
|