Laird Norton Wetherby Wealth Management’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,008
| Closed | -$219K | – | 919 |
|
|
2022
Q1 | $219K | Buy |
+4,008
| New | +$219K | 0.01% | 825 |
|
|
2021
Q4 | – | Sell |
-4,061
| Closed | -$201K | – | 917 |
|
|
2021
Q3 | $201K | Sell |
4,061
-19
| -0.5% | -$940 | 0.01% | 843 |
|
|
2021
Q2 | $215K | Buy |
+4,080
| New | +$215K | 0.01% | 827 |
|
|
2020
Q3 | – | Sell |
-6,019
| Closed | -$200K | – | 730 |
|
|
2020
Q2 | $200K | Buy |
+6,019
| New | +$200K | 0.02% | 648 |
|