Burney Company’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,698
| Closed | -$230K | – | 598 |
|
|
2024
Q3 | $230K | Buy |
+4,698
| New | +$230K | 0.01% | 571 |
|
|
2020
Q1 | – | Sell |
-4,672
| Closed | -$330K | – | 440 |
|
|
2019
Q4 | $330K | Buy |
4,672
+352
| +8% | +$24.9K | 0.02% | 382 |
|
|
2019
Q3 | $332K | Buy |
4,320
+80
| +2% | +$6.15K | 0.02% | 363 |
|
|
2019
Q2 | $316K | Hold |
4,240
| – | – | 0.02% | 381 |
|
|
2019
Q1 | $326K | Buy |
4,240
+674
| +19% | +$51.8K | 0.02% | 370 |
|
|
2018
Q4 | $228K | Buy |
3,566
+615
| +21% | +$39.3K | 0.02% | 398 |
|
|
2018
Q3 | $202K | Buy |
+2,951
| New | +$202K | 0.01% | 432 |
|