Lenox Wealth Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $26K | Sell |
497
-24
| -5% | -$1.26K | ﹤0.01% | 342 |
|
|
2021
Q4 | $25K | Buy |
521
+24
| +5% | +$1.15K | ﹤0.01% | 356 |
|
|
2021
Q3 | $25K | Hold |
497
| – | – | ﹤0.01% | 327 |
|
|
2021
Q2 | $26K | Hold |
497
| – | – | ﹤0.01% | 321 |
|
|
2021
Q1 | $23K | Hold |
497
| – | – | ﹤0.01% | 291 |
|
|
2020
Q4 | $16K | Hold |
497
| – | – | ﹤0.01% | 345 |
|
|
2020
Q3 | $14K | Hold |
497
| – | – | ﹤0.01% | 337 |
|
|
2020
Q2 | $16K | Hold |
497
| – | – | ﹤0.01% | 321 |
|
|
2020
Q1 | $12K | Hold |
497
| – | – | ﹤0.01% | 320 |
|
|
2019
Q4 | $35K | Hold |
497
| – | – | 0.01% | 229 |
|
|
2019
Q3 | $38K | Hold |
497
| – | – | 0.01% | 183 |
|
|
2019
Q2 | $37K | Sell |
497
-98
| -16% | -$7.3K | 0.01% | 162 |
|
|
2019
Q1 | $46K | Buy |
595
+98
| +20% | +$7.58K | 0.01% | 134 |
|
|
2018
Q4 | $32K | Hold |
497
| – | – | 0.01% | 160 |
|
|
2018
Q3 | $34K | Buy |
+497
| New | +$34K | 0.01% | 164 |
|