Clearstead Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Sell |
480
-17
| -3% | -$990 | ﹤0.01% | 1480 |
|
|
2025
Q1 | $26.1K | Buy |
497
+177
| +55% | +$9.31K | ﹤0.01% | 1343 |
|
|
2024
Q4 | $14.2K | Hold |
320
| – | – | ﹤0.01% | 1485 |
|
|
2024
Q3 | $15.7K | Buy |
+320
| New | +$15.7K | ﹤0.01% | 1484 |
|
|
2024
Q2 | – | Sell |
-23
| Closed | -$973 | – | 2041 |
|
|
2024
Q1 | $973 | Buy |
+23
| New | +$973 | ﹤0.01% | 1402 |
|