CIBC Private Wealth Group’s EPR Properties EPR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $128K | Sell |
2,191
-3,405
| -61% | -$198K | ﹤0.01% | 1292 |
|
2025
Q1 | $244K | Sell |
5,596
-191
| -3% | -$8.31K | ﹤0.01% | 1014 |
|
2024
Q4 | $260K | Buy |
5,787
+787
| +16% | +$35.4K | ﹤0.01% | 1064 |
|
2024
Q3 | $245K | Buy |
5,000
+164
| +3% | +$8.04K | ﹤0.01% | 1096 |
|
2024
Q2 | $201K | Buy |
4,836
+276
| +6% | +$11.5K | ﹤0.01% | 1100 |
|
2024
Q1 | $191K | Buy |
4,560
+320
| +8% | +$13.4K | ﹤0.01% | 1139 |
|
2023
Q4 | $205K | Buy |
+4,240
| New | +$205K | ﹤0.01% | 1065 |
|
2019
Q2 | – | Sell |
-12,555
| Closed | -$965K | – | 930 |
|
2019
Q1 | $965K | Sell |
12,555
-523
| -4% | -$40.2K | ﹤0.01% | 597 |
|
2018
Q4 | $837K | Buy |
13,078
+1,859
| +17% | +$119K | ﹤0.01% | 595 |
|
2018
Q3 | $768K | Buy |
11,219
+430
| +4% | +$29.4K | ﹤0.01% | 695 |
|
2018
Q2 | $699K | Sell |
10,789
-36
| -0.3% | -$2.33K | ﹤0.01% | 707 |
|
2018
Q1 | $600K | Sell |
10,825
-2,981
| -22% | -$165K | ﹤0.01% | 741 |
|
2017
Q4 | $904K | Sell |
13,806
-205
| -1% | -$13.4K | ﹤0.01% | 674 |
|
2017
Q3 | $977K | Buy |
+14,011
| New | +$977K | ﹤0.01% | 648 |
|