Kalos Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-534
| Closed | -$20.3K | – | 202 |
|
|
2023
Q1 | $20.3K | Buy |
+534
| New | +$20.3K | 0.04% | 153 |
|
|
2018
Q1 | – | Sell |
-4,787
| Closed | -$300K | – | 149 |
|
|
2017
Q4 | $300K | Buy |
4,787
+1,016
| +27% | +$63.7K | 0.14% | 160 |
|
|
2017
Q3 | $263K | Sell |
3,771
-94
| -2% | -$6.56K | 0.17% | 128 |
|
|
2017
Q2 | $277K | Buy |
+3,865
| New | +$277K | 0.25% | 93 |
|