Lido Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,000
| Closed | -$543K | – | 886 |
|
|
2021
Q3 | $543K | Buy |
+11,000
| New | +$543K | 0.01% | 492 |
|
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$687K | – | 421 |
|
|
2018
Q3 | $687K | Buy |
+10,000
| New | +$687K | 0.07% | 167 |
|
|
2018
Q2 | – | Sell |
-13,000
| Closed | -$720K | – | 410 |
|
|
2018
Q1 | $720K | Hold |
13,000
| – | – | 0.1% | 125 |
|
|
2017
Q4 | $850K | Buy |
13,000
+6,000
| +86% | +$392K | 0.12% | 92 |
|
|
2017
Q3 | $484K | Buy |
+7,000
| New | +$484K | 0.08% | 145 |
|