Gupta Wealth Management’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-245
| Closed | -$14K | – | 1180 |
|
|
2015
Q4 | $14K | Hold |
245
| – | – | ﹤0.01% | 792 |
|
|
2015
Q3 | $13K | Buy |
245
+10
| +4% | +$531 | ﹤0.01% | 841 |
|
|
2015
Q2 | $13K | Hold |
235
| – | – | ﹤0.01% | 839 |
|
|
2015
Q1 | $14K | Buy |
+235
| New | +$14K | ﹤0.01% | 684 |
|