Level Four Advisory Services’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,627
| Closed | -$248K | – | 543 |
|
|
2018
Q3 | $248K | Sell |
3,627
-149
| -4% | -$10.2K | 0.03% | 507 |
|
|
2018
Q2 | $244K | Buy |
+3,776
| New | +$244K | 0.02% | 530 |
|
|
2017
Q4 | – | Sell |
-3,056
| Closed | -$213K | – | 541 |
|
|
2017
Q3 | $213K | Sell |
3,056
-634
| -17% | -$44.2K | 0.02% | 476 |
|
|
2017
Q2 | $272K | Hold |
3,690
| – | – | 0.04% | 396 |
|
|
2017
Q1 | $272K | Sell |
3,690
-1,830
| -33% | -$135K | 0.03% | 433 |
|
|
2016
Q4 | $396K | Buy |
+5,520
| New | +$396K | 0.05% | 318 |
|