IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,821
| Closed | -$211K | – | 616 |
|
|
2019
Q2 | $211K | Buy |
+2,821
| New | +$211K | 0.03% | 480 |
|
|
2018
Q2 | – | Sell |
-659
| Closed | -$36K | – | 695 |
|
|
2018
Q1 | $36K | Buy |
659
+230
| +54% | +$12.6K | 0.01% | 780 |
|
|
2017
Q4 | $27K | Buy |
429
+354
| +472% | +$22.3K | 0.01% | 896 |
|
|
2017
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 1086 |
|
|
2017
Q2 | $1 | Buy |
+75
| New | +$1 | ﹤0.01% | 1297 |
|