Carroll Financial Associates’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $302K | Hold |
6,367
| – | – | 0.02% | 319 |
|
|
2021
Q3 | $314K | Hold |
6,367
| – | – | 0.02% | 313 |
|
|
2021
Q2 | $335K | Hold |
6,367
| – | – | 0.02% | 312 |
|
|
2021
Q1 | $296K | Sell |
6,367
-422
| -6% | -$19.6K | 0.02% | 319 |
|
|
2020
Q4 | $220K | Buy |
6,789
+5,879
| +646% | +$191K | 0.01% | 346 |
|
|
2020
Q3 | $25K | Sell |
910
-105
| -10% | -$2.89K | ﹤0.01% | 803 |
|
|
2020
Q2 | $33K | Sell |
1,015
-278
| -22% | -$9.04K | ﹤0.01% | 745 |
|
|
2020
Q1 | $31K | Buy |
1,293
+1,264
| +4,359% | +$30.3K | ﹤0.01% | 690 |
|
|
2019
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 1370 |
|
|
2019
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 1333 |
|
|
2019
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 1366 |
|
|
2018
Q4 | – | Sell |
-235
| Closed | -$16K | – | 1306 |
|
|
2018
Q3 | $16K | Hold |
235
| – | – | ﹤0.01% | 767 |
|
|
2018
Q2 | $15K | Buy |
+235
| New | +$15K | ﹤0.01% | 761 |
|