Gideon Capital Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,922
| Closed | -$378K | – | 303 |
|
|
2019
Q3 | $378K | Buy |
+4,922
| New | +$378K | 0.12% | 204 |
|
|
2018
Q3 | – | Sell |
-4,843
| Closed | -$314K | – | 389 |
|
|
2018
Q2 | $314K | Buy |
+4,843
| New | +$314K | 0.16% | 245 |
|
|
2017
Q3 | – | Sell |
-3,274
| Closed | -$235K | – | 303 |
|
|
2017
Q2 | $235K | Buy |
+3,274
| New | +$235K | 0.26% | 191 |
|