Charter Oak Capital Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,426
| Closed | -$67K | – | 371 |
|
|
2022
Q2 | $67K | Hold |
1,426
| – | – | 0.01% | 290 |
|
|
2022
Q1 | $78K | Buy |
1,426
+160
| +13% | +$8.75K | 0.01% | 293 |
|
|
2021
Q4 | $60K | Buy |
1,266
+643
| +103% | +$30.5K | 0.01% | 329 |
|
|
2021
Q3 | $31K | Buy |
623
+275
| +79% | +$13.7K | ﹤0.01% | 390 |
|
|
2021
Q2 | $18K | Buy |
348
+310
| +816% | +$16K | ﹤0.01% | 475 |
|
|
2021
Q1 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 708 |
|