Kore Private Wealth’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-480
| Closed | -$15K | – | 509 |
|
|
2020
Q2 | $15K | Hold |
480
| – | – | ﹤0.01% | 705 |
|
|
2020
Q1 | $12K | Sell |
480
-770
| -62% | -$19.3K | ﹤0.01% | 662 |
|
|
2019
Q4 | $88K | Buy |
+1,250
| New | +$88K | 0.02% | 387 |
|
|
2019
Q2 | – | Sell |
-1,430
| Closed | -$111K | – | 406 |
|
|
2019
Q1 | $111K | Buy |
+1,430
| New | +$111K | 0.03% | 271 |
|