Custom Index Systems’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,550
| Closed | -$239K | – | 255 |
|
|
2025
Q1 | $239K | Buy |
+4,550
| New | +$239K | 0.12% | 244 |
|
|
2024
Q3 | – | Sell |
-5,567
| Closed | -$234K | – | 257 |
|
|
2024
Q2 | $234K | Buy |
5,567
+648
| +13% | +$27.2K | 0.13% | 211 |
|
|
2024
Q1 | $209K | Sell |
4,919
-323
| -6% | -$13.7K | 0.12% | 235 |
|
|
2023
Q4 | $254K | Buy |
+5,242
| New | +$254K | 0.16% | 207 |
|