CVA Family Office’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-35
| Closed | -$1K | – | 963 |
|
|
2022
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 841 |
|
|
2022
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 825 |
|
|
2022
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 870 |
|
|
2021
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 833 |
|
|
2021
Q3 | – | Sell |
-50
| Closed | -$3K | – | 518 |
|
|
2021
Q2 | $3K | Buy |
50
+15
| +43% | +$900 | ﹤0.01% | 828 |
|
|
2021
Q1 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 702 |
|