Cetera Advisor Networks’s EPR Properties EPR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $312K | Buy |
7,339
+969
| +15% | +$41.1K | ﹤0.01% | 2260 |
|
2023
Q4 | $309K | Buy |
6,370
+480
| +8% | +$23.3K | ﹤0.01% | 2224 |
|
2023
Q3 | $245K | Buy |
5,890
+737
| +14% | +$30.6K | ﹤0.01% | 2281 |
|
2023
Q2 | $241K | Sell |
5,153
-2,007
| -28% | -$93.9K | ﹤0.01% | 2225 |
|
2023
Q1 | $273K | Buy |
7,160
+3
| +0% | +$114 | ﹤0.01% | 2107 |
|
2022
Q4 | $270K | Buy |
7,157
+91
| +1% | +$3.43K | ﹤0.01% | 2072 |
|
2022
Q3 | $253K | Buy |
7,066
+934
| +15% | +$33.4K | ﹤0.01% | 1716 |
|
2022
Q2 | $288K | Sell |
6,132
-118
| -2% | -$5.54K | ﹤0.01% | 1641 |
|
2022
Q1 | $342K | Buy |
6,250
+162
| +3% | +$8.87K | ﹤0.01% | 1548 |
|
2021
Q4 | $289K | Buy |
6,088
+96
| +2% | +$4.56K | ﹤0.01% | 1631 |
|
2021
Q3 | $296K | Buy |
5,992
+1,656
| +38% | +$81.8K | ﹤0.01% | 1528 |
|
2021
Q2 | $228K | Buy |
+4,336
| New | +$228K | ﹤0.01% | 1688 |
|
2020
Q3 | – | Sell |
-4,332
| Closed | -$144K | – | 1733 |
|
2020
Q2 | $144K | Buy |
+4,332
| New | +$144K | ﹤0.01% | 1297 |
|
2020
Q1 | – | Sell |
-3,325
| Closed | -$235K | – | 1153 |
|
2019
Q4 | $235K | Sell |
3,325
-252
| -7% | -$17.8K | 0.01% | 1077 |
|
2019
Q3 | $275K | Sell |
3,577
-300
| -8% | -$23.1K | 0.01% | 963 |
|
2019
Q2 | $289K | Buy |
3,877
+387
| +11% | +$28.8K | 0.01% | 925 |
|
2019
Q1 | $270K | Buy |
+3,490
| New | +$270K | 0.01% | 916 |
|
2018
Q4 | – | Sell |
-3,315
| Closed | -$227K | – | 1057 |
|
2018
Q3 | $227K | Buy |
+3,315
| New | +$227K | 0.01% | 984 |
|
2015
Q3 | – | Sell |
-3,722
| Closed | -$224K | – | 824 |
|
2015
Q2 | $224K | Hold |
3,722
| – | – | 0.01% | 723 |
|
2015
Q1 | $224K | Sell |
3,722
-2,125
| -36% | -$128K | 0.01% | 727 |
|
2014
Q4 | $338K | Buy |
5,847
+475
| +9% | +$27.5K | 0.02% | 559 |
|
2014
Q3 | $271K | Buy |
+5,372
| New | +$271K | 0.02% | 642 |
|