J.P. Morgan Private Wealth Advisors’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $342K | Buy |
8,224
+19
| +0.2% | +$789 | ﹤0.01% | 1409 |
|
|
2023
Q2 | $384K | Sell |
8,205
-884
| -10% | -$41.4K | ﹤0.01% | 1137 |
|
|
2023
Q1 | $346K | Sell |
9,089
-1,233
| -12% | -$47K | ﹤0.01% | 1618 |
|
|
2022
Q4 | $389K | Sell |
10,322
-72
| -0.7% | -$2.72K | ﹤0.01% | 1560 |
|
|
2022
Q3 | $373K | Buy |
+10,394
| New | +$373K | ﹤0.01% | 1565 |
|
|
2021
Q4 | – | Sell |
-8,032
| Closed | -$397K | – | 2008 |
|
|
2021
Q3 | $397K | Sell |
8,032
-515
| -6% | -$25.5K | ﹤0.01% | 1592 |
|
|
2021
Q2 | $450K | Sell |
8,547
-1,655
| -16% | -$87.1K | ﹤0.01% | 1518 |
|
|
2021
Q1 | $475K | Sell |
10,202
-357
| -3% | -$16.6K | ﹤0.01% | 1332 |
|
|
2020
Q4 | $343K | Sell |
10,559
-18,078
| -63% | -$587K | ﹤0.01% | 1446 |
|
|
2020
Q3 | $788K | Sell |
28,637
-17,163
| -37% | -$472K | ﹤0.01% | 981 |
|
|
2020
Q2 | $1.52M | Sell |
45,800
-175,960
| -79% | -$5.83M | 0.01% | 665 |
|
|
2020
Q1 | $5.37M | Buy |
221,760
+17,925
| +9% | +$434K | 0.03% | 344 |
|
|
2019
Q4 | $14.4M | Buy |
203,835
+44,208
| +28% | +$3.12M | 0.07% | 255 |
|
|
2019
Q3 | $12.3M | Buy |
159,627
+9,863
| +7% | +$758K | 0.06% | 255 |
|
|
2019
Q2 | $11.2M | Sell |
149,764
-1,414
| -0.9% | -$105K | 0.06% | 263 |
|
|
2019
Q1 | $11.6M | Buy |
151,178
+6,868
| +5% | +$528K | 0.06% | 263 |
|
|
2018
Q4 | $9.24M | Sell |
144,310
-5,345
| -4% | -$342K | 0.06% | 270 |
|
|
2018
Q3 | $10.2M | Buy |
149,655
+36,703
| +32% | +$2.51M | 0.05% | 294 |
|
|
2018
Q2 | $7.32M | Buy |
+112,952
| New | +$7.32M | 0.04% | 326 |
|