Dakota Wealth Management’s EPR Properties EPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-12,485
Closed -$882K 279
2019
Q4
$882K Sell
12,485
-17,925
-59% -$1.27M 0.14% 138
2019
Q3
$2.34M Buy
30,410
+1,689
+6% +$130K 0.4% 70
2019
Q2
$2.14M Buy
28,721
+23,425
+442% +$1.75M 0.41% 74
2019
Q1
$407K Buy
+5,296
New +$407K 0.08% 203