Impact Partnership Wealth’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,690
| Closed | -$247K | – | 315 |
|
|
2025
Q1 | $247K | Sell |
4,690
-1,495
| -24% | -$78.7K | 0.05% | 197 |
|
|
2024
Q4 | $274K | Buy |
6,185
+71
| +1% | +$3.14K | 0.06% | 216 |
|
|
2024
Q3 | $300K | Buy |
+6,114
| New | +$300K | 0.07% | 172 |
|
|
2024
Q2 | – | Sell |
-3,948
| Closed | -$168K | – | 355 |
|
|
2024
Q1 | $168K | Sell |
3,948
-696
| -15% | -$29.6K | 0.07% | 203 |
|
|
2023
Q4 | $225K | Buy |
4,644
+1,211
| +35% | +$58.7K | 0.08% | 163 |
|
|
2023
Q3 | $143K | Buy |
+3,433
| New | +$143K | 0.04% | 239 |
|