Cassady Schiller Wealth Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9
| Closed | -$378 | – | 470 |
|
|
2024
Q2 | $378 | Sell |
9
-44
| -83% | -$1.85K | ﹤0.01% | 455 |
|
|
2024
Q1 | $2.25K | Hold |
53
| – | – | ﹤0.01% | 419 |
|
|
2023
Q4 | $2.57K | Hold |
53
| – | – | ﹤0.01% | 383 |
|
|
2023
Q3 | $2.2K | Hold |
53
| – | – | ﹤0.01% | 404 |
|
|
2023
Q2 | $2.48K | Hold |
53
| – | – | ﹤0.01% | 413 |
|
|
2023
Q1 | $2.02K | Hold |
53
| – | – | ﹤0.01% | 397 |
|
|
2022
Q4 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 417 |
|
|
2022
Q1 | – | Sell |
-53
| Closed | -$3K | – | 264 |
|
|
2021
Q4 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 375 |
|