EverSource Wealth Advisors’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
4,982
+3,094
| +164% | +$180K | 0.01% | 683 |
|
|
2025
Q1 | $99.3K | Buy |
1,888
+358
| +23% | +$18.8K | 0.01% | 916 |
|
|
2024
Q4 | $67.7K | Buy |
1,530
+522
| +52% | +$23.1K | ﹤0.01% | 1051 |
|
|
2024
Q3 | $49.4K | Sell |
1,008
-261
| -21% | -$12.8K | ﹤0.01% | 1077 |
|
|
2024
Q2 | $57.1K | Buy |
1,269
+197
| +18% | +$8.87K | ﹤0.01% | 1031 |
|
|
2024
Q1 | $43.5K | Buy |
1,072
+37
| +4% | +$1.5K | ﹤0.01% | 1033 |
|
|
2023
Q4 | $50.1K | Sell |
1,035
-51
| -5% | -$2.47K | ﹤0.01% | 897 |
|
|
2023
Q3 | $45.1K | Sell |
1,086
-26
| -2% | -$1.08K | ﹤0.01% | 850 |
|
|
2023
Q2 | $52K | Buy |
1,112
+186
| +20% | +$8.71K | 0.01% | 820 |
|
|
2023
Q1 | $35.3K | Buy |
926
+55
| +6% | +$2.1K | ﹤0.01% | 905 |
|
|
2022
Q4 | $32.9K | Buy |
+871
| New | +$32.9K | 0.01% | 922 |
|