Global Wealth Management Investment Advisory’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16
| Closed | -$1K | – | 248 |
|
|
2022
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 453 |
|
|
2021
Q2 | – | Sell |
-2,790
| Closed | -$130K | – | 452 |
|
|
2021
Q1 | $130K | Buy |
2,790
+140
| +5% | +$6.52K | 0.05% | 141 |
|
|
2020
Q4 | $86K | Buy |
2,650
+318
| +14% | +$10.3K | 0.03% | 154 |
|
|
2020
Q3 | $64K | Sell |
2,332
-316
| -12% | -$8.67K | 0.03% | 162 |
|
|
2020
Q2 | $88K | Buy |
2,648
+1,277
| +93% | +$42.4K | 0.04% | 156 |
|
|
2020
Q1 | $33K | Buy |
1,371
+1,314
| +2,305% | +$31.6K | 0.02% | 199 |
|
|
2019
Q4 | $4K | Hold |
57
| – | – | ﹤0.01% | 449 |
|
|
2019
Q3 | $4K | Hold |
57
| – | – | ﹤0.01% | 419 |
|
|
2019
Q2 | $4K | Sell |
57
-80
| -58% | -$5.61K | ﹤0.01% | 461 |
|
|
2019
Q1 | $11K | Buy |
137
+80
| +140% | +$6.42K | 0.01% | 365 |
|
|
2018
Q4 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 506 |
|