Glassman Wealth Services’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-63
| Closed | -$3.05K | – | 717 |
|
|
2023
Q4 | $3.05K | Hold |
63
| – | – | ﹤0.01% | 1218 |
|
|
2023
Q3 | $2.62K | Hold |
63
| – | – | ﹤0.01% | 1247 |
|
|
2023
Q2 | $2.95K | Hold |
63
| – | – | ﹤0.01% | 1144 |
|
|
2023
Q1 | $2.4K | Buy |
63
+3
| +5% | +$120 | ﹤0.01% | 1189 |
|
|
2022
Q4 | $2.26K | Sell |
60
-28
| -32% | -$1.09K | ﹤0.01% | 1229 |
|
|
2022
Q3 | $3K | Buy |
88
+28
| +47% | +$1.32K | ﹤0.01% | 1124 |
|
|
2022
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 1134 |
|
|
2022
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 1118 |
|
|
2021
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 1092 |
|
|
2021
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 1071 |
|
|
2021
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 1051 |
|
|
2021
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 989 |
|
|
2020
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 1057 |
|
|
2020
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 988 |
|
|
2020
Q2 | $2K | Sell |
60
-23
| -28% | -$683 | ﹤0.01% | 846 |
|
|
2020
Q1 | $2K | Buy |
83
+46
| +124% | +$2.64K | ﹤0.01% | 695 |
|
|
2019
Q4 | $3K | Hold |
37
| – | – | ﹤0.01% | 669 |
|
|
2019
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 615 |
|
|
2019
Q2 | $3K | Hold |
37
| – | – | ﹤0.01% | 633 |
|
|
2019
Q1 | $3K | Buy |
37
+13
| +54% | +$946 | ﹤0.01% | 618 |
|
|
2018
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 539 |
|
|
2018
Q3 | $2K | Sell |
24
-2
| -8% | -$136 | ﹤0.01% | 593 |
|
|
2018
Q2 | $2K | Buy |
26
+16
| +160% | +$947 | ﹤0.01% | 559 |
|
|
2018
Q1 | $1K | Buy |
+10
| New | +$579 | ﹤0.01% | 606 |
|
Other funds holding EPR
PI
