Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-340
| Closed | -$14.5K | – | 617 |
|
|
2024
Q1 | $14.5K | Hold |
340
| – | – | ﹤0.01% | 437 |
|
|
2023
Q4 | $16.6K | Hold |
340
| – | – | ﹤0.01% | 404 |
|
|
2023
Q3 | $14.2K | Hold |
340
| – | – | ﹤0.01% | 396 |
|
|
2023
Q2 | $16K | Hold |
340
| – | – | ﹤0.01% | 388 |
|
|
2023
Q1 | $13K | Sell |
340
-160
| -32% | -$6.14K | ﹤0.01% | 394 |
|
|
2022
Q4 | $19K | Buy |
+500
| New | +$19K | ﹤0.01% | 368 |
|