Legacy Financial Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-123
| Closed | -$9K | – | 353 |
|
|
2019
Q1 | $9K | Hold |
123
| – | – | ﹤0.01% | 632 |
|
|
2018
Q4 | $8K | Hold |
123
| – | – | ﹤0.01% | 617 |
|
|
2018
Q3 | $8K | Hold |
123
| – | – | ﹤0.01% | 576 |
|
|
2018
Q2 | $8K | Buy |
123
+14
| +13% | +$911 | ﹤0.01% | 586 |
|
|
2018
Q1 | $5K | Sell |
109
-18
| -14% | -$826 | ﹤0.01% | 627 |
|
|
2017
Q4 | $8K | Buy |
+127
| New | +$8K | ﹤0.01% | 528 |
|