JWA
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JFS Wealth Advisors’s EPR Properties EPR Stock Holding History

JFS Wealth Advisors’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-300
Closed -$10K – 598
2020
Q4 		$10K Hold
300
– – ﹤0.01% 418
2020
Q3 		$8K Hold
300
– – ﹤0.01% 407
2020
Q2 		$10K Hold
300
– – ﹤0.01% 382
2020
Q1 		$7K Buy
+300
New +$7K ﹤0.01% 369