CIM Investment Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-5,148
| Closed | -$343K | – | 296 |
|
|
2016
Q1 | $343K | Buy |
5,148
+631
| +14% | +$42K | 0.15% | 172 |
|
|
2015
Q4 | $264K | Hold |
4,517
| – | – | 0.12% | 196 |
|
|
2015
Q3 | $233K | Buy |
4,517
+539
| +14% | +$27.8K | 0.11% | 210 |
|
|
2015
Q2 | $218K | Hold |
3,978
| – | – | 0.1% | 226 |
|
|
2015
Q1 | $239K | Hold |
3,978
| – | – | 0.1% | 205 |
|
|
2014
Q4 | $229K | Buy |
+3,978
| New | +$229K | 0.1% | 208 |
|