IWA
IBEX Wealth Advisors’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-30,799
| Closed | -$2.17M | – | 145 |
|
|
2017
Q2 | $2.17M | Buy |
30,799
+4,845
| +19% | +$341K | 0.85% | 48 |
|
|
2017
Q1 | $1.92M | Buy |
25,954
+3,266
| +14% | +$241K | 1.18% | 33 |
|
|
2016
Q4 | $1.68M | Buy |
22,688
+1,352
| +6% | +$99.9K | 0.8% | 47 |
|
|
2016
Q3 | $1.68M | Buy |
+21,336
| New | +$1.68M | 0.92% | 39 |
|