Financial Gravity Asset Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.58K | Buy |
+182
| New | +$9.58K | ﹤0.01% | 616 |
|
|
2024
Q2 | – | Sell |
-11
| Closed | -$450 | – | 1762 |
|
|
2024
Q1 | $450 | Buy |
+11
| New | +$450 | ﹤0.01% | 1387 |
|
|
2023
Q3 | – | Sell |
-47
| Closed | -$1.59K | – | 1405 |
|
|
2023
Q2 | $1.59K | Buy |
47
+9
| +24% | +$305 | ﹤0.01% | 695 |
|
|
2023
Q1 | $2 | Buy |
+38
| New | +$2 | ﹤0.01% | 990 |
|
|
2019
Q4 | – | Sell |
-3
| Closed | – | – | 1468 |
|
|
2019
Q3 | $0 | Sell |
3
-89
| -97% | – | ﹤0.01% | 1317 |
|
|
2019
Q2 | $7K | Sell |
92
-95
| -51% | -$7.23K | 0.01% | 640 |
|
|
2019
Q1 | $15K | Buy |
+187
| New | +$15K | 0.01% | 480 |
|
|
2018
Q3 | $5K | Buy |
73
+1
| +1% | +$68 | 0.01% | 724 |
|
|
2018
Q2 | $5K | Sell |
72
-631
| -90% | -$43.8K | ﹤0.01% | 742 |
|
|
2018
Q1 | $39K | Buy |
+703
| New | +$39K | 0.04% | 381 |
|