Empirical Wealth Management’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,604
| Closed | -$785K | – | 473 |
|
|
2023
Q1 | $785K | Buy |
20,604
+187
| +0.9% | +$7.13K | 0.03% | 254 |
|
|
2022
Q4 | $770K | Hold |
20,417
| – | – | 0.04% | 246 |
|
|
2022
Q3 | $732K | Buy |
20,417
+3,047
| +18% | +$109K | 0.04% | 233 |
|
|
2022
Q2 | $815K | Hold |
17,370
| – | – | 0.04% | 229 |
|
|
2022
Q1 | $950K | Hold |
17,370
| – | – | 0.05% | 222 |
|
|
2021
Q4 | $825K | Buy |
+17,370
| New | +$825K | 0.04% | 250 |
|