Icon Wealth Partners’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,019
| Closed | -$78K | – | 339 |
|
|
2019
Q1 | $78K | Buy |
+1,019
| New | +$78K | 0.03% | 276 |
|
|
2018
Q3 | – | Sell |
-913
| Closed | -$59K | – | 397 |
|
|
2018
Q2 | $59K | Buy |
+913
| New | +$59K | 0.02% | 341 |
|
|
2018
Q1 | – | Sell |
-511
| Closed | -$33K | – | 396 |
|
|
2017
Q4 | $33K | Buy |
+511
| New | +$33K | 0.02% | 502 |
|