Laurel Wealth Advisors (California)’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,729
| Closed | -$236K | – | 377 |
|
|
2020
Q1 | $236K | Sell |
9,729
-1,367
| -12% | -$33.2K | 0.05% | 319 |
|
|
2019
Q4 | $784K | Sell |
11,096
-179
| -2% | -$12.6K | 0.13% | 175 |
|
|
2019
Q3 | $867K | Sell |
11,275
-300
| -3% | -$23.1K | 0.15% | 167 |
|
|
2019
Q2 | $863K | Buy |
11,575
+526
| +5% | +$39.2K | 0.19% | 135 |
|
|
2019
Q1 | $850K | Buy |
+11,049
| New | +$850K | 0.21% | 128 |
|
|
2018
Q4 | – | Sell |
-3,049
| Closed | -$208K | – | 355 |
|
|
2018
Q3 | $208K | Sell |
3,049
-1,499
| -33% | -$102K | 0.05% | 356 |
|
|
2018
Q2 | $294K | Buy |
+4,548
| New | +$294K | 0.08% | 260 |
|