Hillsdale Investment Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,100
| Closed | -$70K | – | 624 |
|
|
2018
Q4 | $70K | Buy |
+1,100
| New | +$70K | 0.01% | 411 |
|
|
2016
Q4 | – | Sell |
-9,500
| Closed | -$748K | – | 494 |
|
|
2016
Q3 | $748K | Buy |
+9,500
| New | +$748K | 0.2% | 73 |
|
|
2015
Q2 | – | Sell |
-13,700
| Closed | -$822K | – | 523 |
|
|
2015
Q1 | $822K | Buy |
13,700
+3,800
| +38% | +$228K | 0.21% | 72 |
|
|
2014
Q4 | $571K | Buy |
+9,900
| New | +$571K | 0.15% | 117 |
|
|
2014
Q2 | – | Sell |
-3,350
| Closed | -$179K | – | 556 |
|
|
2014
Q1 | $179K | Buy |
+3,350
| New | +$179K | 0.05% | 327 |
|
|
2013
Q3 | – | Sell |
-3,400
| Closed | -$171K | – | 528 |
|
|
2013
Q2 | $171K | Buy |
+3,400
| New | +$171K | 0.06% | 317 |
|