Institutional & Family Asset Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-50
| Closed | -$1K | – | 856 |
|
|
2020
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 723 |
|
|
2019
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 616 |
|
|
2019
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 589 |
|
|
2019
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 618 |
|
|
2019
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 619 |
|
|
2018
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 637 |
|
|
2018
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 667 |
|
|
2018
Q2 | $3K | Buy |
50
+17
| +52% | +$1.02K | ﹤0.01% | 661 |
|
|
2018
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 705 |
|