Financial Engines Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-15,558
| Closed | -$772K | – | 275 |
|
|
2021
Q3 | $772K | Sell |
15,558
-965
| -6% | -$47.9K | ﹤0.01% | 129 |
|
|
2021
Q2 | $870K | Hold |
16,523
| – | – | ﹤0.01% | 108 |
|
|
2021
Q1 | $770K | Buy |
16,523
+6
| +0% | +$280 | ﹤0.01% | 137 |
|
|
2020
Q4 | $537K | Sell |
16,517
-593
| -3% | -$19.3K | ﹤0.01% | 158 |
|
|
2020
Q3 | $471K | Buy |
+17,110
| New | +$471K | ﹤0.01% | 161 |
|