Cetera Investment Advisers’s EPR Properties EPR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.09M | Sell |
18,655
-1,943
| -9% | -$113K | ﹤0.01% | 2314 |
|
2025
Q1 | $1.08M | Buy |
20,598
+2,238
| +12% | +$118K | ﹤0.01% | 2200 |
|
2024
Q4 | $813K | Sell |
18,360
-299
| -2% | -$13.2K | ﹤0.01% | 2308 |
|
2024
Q3 | $915K | Buy |
18,659
+1,125
| +6% | +$55.2K | ﹤0.01% | 2185 |
|
2024
Q2 | $736K | Buy |
17,534
+4,839
| +38% | +$203K | ﹤0.01% | 2298 |
|
2024
Q1 | $539K | Buy |
12,695
+8,205
| +183% | +$348K | ﹤0.01% | 2547 |
|
2023
Q4 | $218K | Buy |
+4,490
| New | +$218K | ﹤0.01% | 1996 |
|
2022
Q2 | – | Sell |
-3,713
| Closed | -$203K | – | 1847 |
|
2022
Q1 | $203K | Buy |
+3,713
| New | +$203K | ﹤0.01% | 1707 |
|