Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-400
| Closed | -$31K | – | 447 |
|
|
2016
Q3 | $31K | Buy |
+400
| New | +$31K | 0.01% | 506 |
|
|
2016
Q1 | – | Sell |
-155
| Closed | -$9K | – | 1221 |
|
|
2015
Q4 | $9K | Hold |
155
| – | – | ﹤0.01% | 790 |
|
|
2015
Q3 | $8K | Hold |
155
| – | – | ﹤0.01% | 812 |
|
|
2015
Q2 | $8K | Hold |
155
| – | – | ﹤0.01% | 842 |
|
|
2015
Q1 | $9K | Buy |
+155
| New | +$9K | ﹤0.01% | 787 |
|