CTWM
Cherry Tree Wealth Management’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-59
| Closed | -$2.48K | – | 615 |
|
|
2024
Q2 | $2.48K | Hold |
59
| – | – | ﹤0.01% | 504 |
|
|
2024
Q1 | $2.51K | Hold |
59
| – | – | ﹤0.01% | 493 |
|
|
2023
Q4 | $2.86K | Hold |
59
| – | – | ﹤0.01% | 479 |
|
|
2023
Q3 | $2.45K | Hold |
59
| – | – | ﹤0.01% | 468 |
|
|
2023
Q2 | $2.76K | Buy |
+59
| New | +$2.76K | ﹤0.01% | 469 |
|