Laurel Wealth Advisors (North Carolina)’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 |
-136
| Closed | -$3K | – | 521 |
|
|
2020
Q1 | $3K | Hold |
136
| – | – | ﹤0.01% | 442 |
|
|
2019
Q4 | $10K | Hold |
136
| – | – | ﹤0.01% | 395 |
|
|
2019
Q3 | $10K | Hold |
136
| – | – | ﹤0.01% | 385 |
|
|
2019
Q2 | $10K | Hold |
136
| – | – | ﹤0.01% | 376 |
|
|
2019
Q1 | $10K | Hold |
136
| – | – | ﹤0.01% | 367 |
|
|
2018
Q4 | $9K | Buy |
+136
| New | +$9K | ﹤0.01% | 363 |
|