Crewe 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 | $7.98K | Buy |
137
+81
| +145% | +$4.72K | ﹤0.01% | 485 |
|
|
2025
Q1 | $2.95K | Buy |
+56
| New | +$2.95K | ﹤0.01% | 524 |
|
|
2018
Q3 | – | Sell |
-350
| Closed | -$23K | – | 241 |
|
|
2018
Q2 | $23K | Hold |
350
| – | – | 0.02% | 165 |
|
|
2018
Q1 | $19K | Sell |
350
-1,056
| -75% | -$57.3K | 0.02% | 186 |
|
|
2017
Q4 | $92K | Buy |
+1,406
| New | +$92K | 0.09% | 81 |
|