Laurel Wealth Planning’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-114
| Closed | -$4.3K | – | 101 |
|
|
2022
Q4 | $4.3K | Hold |
114
| – | – | ﹤0.01% | 182 |
|
|
2022
Q3 | $4K | Hold |
114
| – | – | ﹤0.01% | 184 |
|
|
2022
Q2 | $5K | Hold |
114
| – | – | ﹤0.01% | 183 |
|
|
2022
Q1 | $6K | Hold |
114
| – | – | ﹤0.01% | 212 |
|
|
2021
Q4 | $5K | Hold |
114
| – | – | ﹤0.01% | 167 |
|
|
2021
Q3 | $6K | Hold |
114
| – | – | ﹤0.01% | 163 |
|
|
2021
Q2 | $6K | Hold |
114
| – | – | 0.01% | 105 |
|
|
2021
Q1 | $5K | Hold |
114
| – | – | ﹤0.01% | 103 |
|
|
2020
Q4 | $4K | Buy |
+114
| New | +$4K | ﹤0.01% | 101 |
|