Harvest Group Wealth Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-28
| Closed | -$1K | – | 232 |
|
|
2020
Q4 | $1K | Buy |
28
+7
| +33% | +$250 | ﹤0.01% | 456 |
|
|
2020
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 442 |
|
|
2020
Q2 | $0 | Buy |
+21
| New | – | ﹤0.01% | 583 |
|
|
2020
Q1 | – | Sell |
-29
| Closed | -$2K | – | 635 |
|
|
2019
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 600 |
|
|
2019
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 680 |
|
|
2019
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 530 |
|
|
2019
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 608 |
|