Jacobi Capital 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 |
-112
| Closed | -$3K | – | 1234 |
|
|
2020
Q1 | $3K | Buy |
112
+2
| +2% | +$54 | ﹤0.01% | 898 |
|
|
2019
Q4 | $8K | Buy |
110
+2
| +2% | +$145 | ﹤0.01% | 777 |
|
|
2019
Q3 | $8K | Buy |
108
+2
| +2% | +$148 | ﹤0.01% | 757 |
|
|
2019
Q2 | $8K | Buy |
106
+1
| +1% | +$75 | ﹤0.01% | 761 |
|
|
2019
Q1 | $8K | Buy |
105
+2
| +2% | +$152 | ﹤0.01% | 721 |
|
|
2018
Q4 | $7K | Buy |
103
+1
| +1% | +$68 | ﹤0.01% | 707 |
|
|
2018
Q3 | $7K | Buy |
102
+2
| +2% | +$137 | ﹤0.01% | 741 |
|
|
2018
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 783 |
|
|
2017
Q3 | – | Sell |
-54
| Closed | -$4K | – | 913 |
|
|
2017
Q2 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 697 |
|