JWM
Janiczek Wealth Management’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $630 | Hold |
15
| – | – | ﹤0.01% | 982 |
|
|
2024
Q1 | $637 | Hold |
15
| – | – | ﹤0.01% | 982 |
|
|
2023
Q4 | $727 | Hold |
15
| – | – | ﹤0.01% | 966 |
|
|
2023
Q3 | $624 | Hold |
15
| – | – | ﹤0.01% | 958 |
|
|
2023
Q2 | $702 | Sell |
15
-32
| -68% | -$1.5K | ﹤0.01% | 882 |
|
|
2023
Q1 | $1.86K | Sell |
47
-18
| -28% | -$714 | ﹤0.01% | 777 |
|
|
2022
Q4 | $2.58K | Buy |
65
+18
| +38% | +$716 | ﹤0.01% | 735 |
|
|
2022
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 758 |
|
|
2022
Q2 | $3K | Hold |
47
| – | – | ﹤0.01% | 729 |
|
|
2022
Q1 | $3K | Hold |
47
| – | – | ﹤0.01% | 725 |
|
|
2021
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 822 |
|
|
2021
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 806 |
|
|
2021
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 754 |
|
|
2021
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 732 |
|
|
2020
Q4 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 669 |
|
|
2019
Q3 | – | Sell |
-320
| Closed | -$24K | – | 172 |
|
|
2019
Q2 | $24K | Buy |
+320
| New | +$24K | 0.01% | 97 |
|