Covestor’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 | $15K | Sell |
257
-1,243
| -83% | -$72.5K | 0.01% | 1349 |
|
|
2025
Q1 | $79K | Sell |
1,500
-495
| -25% | -$26.1K | 0.05% | 621 |
|
|
2024
Q4 | $89K | Buy |
1,995
+166
| +9% | +$7.41K | 0.06% | 594 |
|
|
2024
Q3 | $90K | Sell |
1,829
-107
| -6% | -$5.27K | 0.06% | 590 |
|
|
2024
Q2 | $81K | Buy |
1,936
+1,184
| +157% | +$49.5K | 0.05% | 619 |
|
|
2024
Q1 | $31K | Buy |
752
+16
| +2% | +$660 | 0.02% | 1052 |
|
|
2023
Q4 | $35K | Buy |
736
+492
| +202% | +$23.4K | 0.02% | 986 |
|
|
2023
Q3 | $10K | Sell |
244
-60
| -20% | -$2.46K | 0.01% | 1417 |
|
|
2023
Q2 | $14K | Sell |
304
-706
| -70% | -$32.5K | 0.01% | 1278 |
|
|
2023
Q1 | $39K | Buy |
1,010
+926
| +1,102% | +$35.8K | 0.03% | 805 |
|
|
2022
Q4 | $3K | Buy |
84
+72
| +600% | +$2.57K | ﹤0.01% | 1689 |
|
|
2022
Q3 | $0 | Sell |
12
-5
| -29% | – | ﹤0.01% | 2140 |
|
|
2022
Q2 | $1K | Sell |
17
-1
| -6% | -$59 | ﹤0.01% | 1694 |
|
|
2022
Q1 | $1K | Sell |
18
-1
| -5% | -$56 | ﹤0.01% | 1781 |
|
|
2021
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1727 |
|