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IAM Advisory’s EPR Properties EPR Stock Holding History

IAM Advisory’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,417
Closed -$267K – 101
2023
Q3 		$267K Buy
+6,417
New +$267K 0.09% 81