Ellevest Inc’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-31
| Closed | -$1.18K | – | 747 |
|
|
2023
Q1 | $1.18K | Sell |
31
-188
| -86% | -$7.16K | ﹤0.01% | 1550 |
|
|
2022
Q4 | $8.26K | Buy |
219
+7
| +3% | +$264 | ﹤0.01% | 1073 |
|
|
2022
Q3 | $8K | Buy |
212
+158
| +293% | +$5.96K | ﹤0.01% | 1065 |
|
|
2022
Q2 | $3K | Sell |
54
-13
| -19% | -$722 | ﹤0.01% | 1091 |
|
|
2022
Q1 | $4K | Sell |
67
-12
| -15% | -$716 | ﹤0.01% | 1080 |
|
|
2021
Q4 | $4K | Sell |
79
-42
| -35% | -$2.13K | ﹤0.01% | 1044 |
|
|
2021
Q3 | $6K | Buy |
121
+15
| +14% | +$744 | ﹤0.01% | 918 |
|
|
2021
Q2 | $6K | Buy |
106
+19
| +22% | +$1.08K | ﹤0.01% | 861 |
|
|
2021
Q1 | $4K | Hold |
87
| – | – | ﹤0.01% | 936 |
|
|
2020
Q4 | $3K | Buy |
+87
| New | +$3K | ﹤0.01% | 905 |
|
|
2020
Q2 | – | Sell |
-58
| Closed | -$1K | – | 1181 |
|
|
2020
Q1 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 873 |
|