Gradient Investments’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10
| Closed | -$425 | – | 1416 |
|
|
2024
Q1 | $425 | Sell |
10
-94
| -90% | -$4K | ﹤0.01% | 1042 |
|
|
2023
Q4 | $5.04K | Hold |
104
| – | – | ﹤0.01% | 991 |
|
|
2023
Q3 | $4.32K | Buy |
104
+10
| +11% | +$415 | ﹤0.01% | 989 |
|
|
2023
Q2 | $4.4K | Sell |
94
-19
| -17% | -$889 | ﹤0.01% | 977 |
|
|
2023
Q1 | $4.31K | Buy |
113
+19
| +20% | +$724 | ﹤0.01% | 976 |
|
|
2022
Q4 | $3.55K | Hold |
94
| – | – | ﹤0.01% | 992 |
|
|
2022
Q3 | $3K | Hold |
94
| – | – | ﹤0.01% | 1051 |
|
|
2022
Q2 | $4K | Hold |
94
| – | – | ﹤0.01% | 928 |
|
|
2022
Q1 | $5K | Sell |
94
-105
| -53% | -$5.59K | ﹤0.01% | 881 |
|
|
2021
Q4 | $9K | Buy |
199
+105
| +112% | +$4.75K | ﹤0.01% | 815 |
|
|
2021
Q3 | $5K | Hold |
94
| – | – | ﹤0.01% | 876 |
|
|
2021
Q2 | $5K | Hold |
94
| – | – | ﹤0.01% | 872 |
|
|
2021
Q1 | $4K | Hold |
94
| – | – | ﹤0.01% | 911 |
|
|
2020
Q4 | $3K | Hold |
94
| – | – | ﹤0.01% | 879 |
|
|
2020
Q3 | $3K | Hold |
94
| – | – | ﹤0.01% | 885 |
|
|
2020
Q2 | $3K | Hold |
94
| – | – | ﹤0.01% | 824 |
|
|
2020
Q1 | $2K | Hold |
94
| – | – | ﹤0.01% | 906 |
|
|
2019
Q4 | $7K | Sell |
94
-36
| -28% | -$2.68K | ﹤0.01% | 761 |
|
|
2019
Q3 | $10K | Hold |
130
| – | – | ﹤0.01% | 663 |
|
|
2019
Q2 | $10K | Buy |
130
+51
| +65% | +$3.92K | ﹤0.01% | 645 |
|
|
2019
Q1 | $6K | Sell |
79
-51
| -39% | -$3.87K | ﹤0.01% | 620 |
|
|
2018
Q4 | $8K | Hold |
130
| – | – | ﹤0.01% | 626 |
|
|
2018
Q3 | $9K | Hold |
130
| – | – | ﹤0.01% | 641 |
|
|
2018
Q2 | $8K | Hold |
130
| – | – | ﹤0.01% | 645 |
|
|
2018
Q1 | $7K | Sell |
130
-49
| -27% | -$2.64K | ﹤0.01% | 678 |
|
|
2017
Q4 | $12K | Buy |
+179
| New | +$12K | ﹤0.01% | 559 |
|
|
2017
Q3 | – | Sell |
-179
| Closed | -$13K | – | 372 |
|
|
2017
Q2 | $13K | Buy |
+179
| New | +$13K | ﹤0.01% | 444 |
|