Core Wealth Advisors’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$1.5K | ﹤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 | +$5K | ﹤0.01% | 98 |
|