Core Wealth Advisors (Florida)’s EPR Properties EPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-120	Closed	-$4.57K	–	249
2023 Q1	$4.57K	Hold	120	–	–	﹤0.01%	202
2022 Q4	$4.53K	Hold	120	–	–	﹤0.01%	219
2022 Q3	$4K	Buy	120 +45	+60%	+$2.12K	﹤0.01%	181
2022 Q2	$4K	Hold	75	–	–	﹤0.01%	181
2022 Q1	$4K	Hold	75	–	–	﹤0.01%	169
2021 Q4	$4K	Hold	75	–	–	﹤0.01%	186
2021 Q3	$4K	Hold	75	–	–	﹤0.01%	166
2021 Q2	$4K	Hold	75	–	–	﹤0.01%	162
2021 Q1	$3K	Hold	75	–	–	﹤0.01%	152
2020 Q4	$2K	Hold	75	–	–	﹤0.01%	159
2020 Q3	$2K	Hold	75	–	–	﹤0.01%	134
2020 Q2	$2K	Hold	75	–	–	﹤0.01%	110
2020 Q1	$2K	Hold	75	–	–	﹤0.01%	129
2019 Q4	$5K	Buy	+75	New	+$5.53K	﹤0.01%	98