Capital Advisors Ltd’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 | $4K | Sell |
71
-50
| -41% | -$2.82K | ﹤0.01% | 957 |
|
|
2025
Q1 | $6K | Buy |
121
+11
| +10% | +$545 | ﹤0.01% | 879 |
|
|
2024
Q4 | $5K | Buy |
110
+38
| +53% | +$1.73K | ﹤0.01% | 937 |
|
|
2024
Q3 | $4K | Hold |
72
| – | – | ﹤0.01% | 952 |
|
|
2024
Q2 | $3K | Buy |
72
+27
| +60% | +$1.13K | ﹤0.01% | 981 |
|
|
2024
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 1031 |
|
|
2023
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 1010 |
|
|
2023
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 1001 |
|
|
2023
Q2 | $2K | Buy |
45
+4
| +10% | +$178 | ﹤0.01% | 1008 |
|
|
2023
Q1 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 885 |
|