GW & Wade’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-6,640
| Closed | -$463K | – | 225 |
|
|
2017
Q3 | $463K | Hold |
6,640
| – | – | 0.06% | 144 |
|
|
2017
Q2 | $477K | Hold |
6,640
| – | – | 0.06% | 138 |
|
|
2017
Q1 | $489K | Buy |
6,640
+75
| +1% | +$5.52K | 0.06% | 138 |
|
|
2016
Q4 | $471K | Sell |
6,565
-59
| -0.9% | -$4.23K | 0.08% | 133 |
|
|
2016
Q3 | $522K | Buy |
6,624
+59
| +0.9% | +$4.65K | 0.09% | 120 |
|
|
2016
Q2 | $530K | Hold |
6,565
| – | – | 0.09% | 137 |
|
|
2016
Q1 | $437K | Hold |
6,565
| – | – | 0.09% | 131 |
|
|
2015
Q4 | $384K | Sell |
6,565
-183
| -3% | -$10.7K | 0.08% | 135 |
|
|
2015
Q3 | $348K | Buy |
6,748
+68
| +1% | +$3.51K | 0.08% | 141 |
|
|
2015
Q2 | $366K | Buy |
6,680
+65
| +1% | +$3.56K | 0.07% | 170 |
|
|
2015
Q1 | $397K | Buy |
+6,615
| New | +$397K | 0.07% | 160 |
|