Lake Point Wealth Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 315 |
|
|
2022
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 323 |
|
|
2021
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 331 |
|
|
2021
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 315 |
|
|
2021
Q2 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 331 |
|
|
2020
Q1 | $1K | Sell |
39
-99
| -72% | -$2.54K | ﹤0.01% | 305 |
|
|
2019
Q4 | $10K | Buy |
+138
| New | +$10K | ﹤0.01% | 267 |
|
|
2019
Q2 | $10K | Hold |
138
| – | – | ﹤0.01% | 323 |
|
|
2019
Q1 | $10K | Hold |
138
| – | – | ﹤0.01% | 323 |
|
|
2018
Q4 | $9K | Buy |
+138
| New | +$9K | ﹤0.01% | 478 |
|