Carroll Financial Associates’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $302K | Hold |
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|
2021
Q3 | $314K | Hold |
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|
2021
Q2 | $335K | Hold |
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|
2021
Q1 | $296K | Sell |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q3 | $25K | Sell |
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|
2020
Q2 | $33K | Sell |
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|
2020
Q1 | $31K | Buy |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $2K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $16K | Hold |
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|
2018
Q2 | $15K | Buy |
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