Independent Advisor Alliance’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,779
| Closed | -$322K | – | 689 |
|
|
2021
Q4 | $322K | Buy |
6,779
+602
| +10% | +$28.6K | 0.02% | 504 |
|
|
2021
Q3 | $305K | Sell |
6,177
-1,224
| -17% | -$60.4K | 0.02% | 486 |
|
|
2021
Q2 | $390K | Sell |
7,401
-279
| -4% | -$14.7K | 0.02% | 445 |
|
|
2021
Q1 | $358K | Hold |
7,680
| – | – | 0.02% | 447 |
|
|
2020
Q4 | $250K | Buy |
7,680
+201
| +3% | +$6.54K | 0.02% | 472 |
|
|
2020
Q3 | $206K | Sell |
7,479
-11,520
| -61% | -$317K | 0.02% | 448 |
|
|
2020
Q2 | $629K | Buy |
18,999
+8,483
| +81% | +$281K | 0.07% | 225 |
|
|
2020
Q1 | $255K | Buy |
10,516
+7,368
| +234% | +$179K | 0.04% | 311 |
|
|
2019
Q4 | $222K | Buy |
3,148
+149
| +5% | +$10.5K | 0.01% | 786 |
|
|
2019
Q3 | $231K | Sell |
2,999
-361
| -11% | -$27.8K | 0.03% | 389 |
|
|
2019
Q2 | $251K | Buy |
3,360
+36
| +1% | +$2.69K | 0.04% | 330 |
|
|
2019
Q1 | $256K | Buy |
3,324
+82
| +3% | +$6.32K | 0.04% | 351 |
|
|
2018
Q4 | $208K | Buy |
3,242
+10
| +0.3% | +$642 | 0.04% | 362 |
|
|
2018
Q3 | $218K | Buy |
+3,232
| New | +$218K | 0.04% | 313 |
|