MWM
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Maridea Wealth Management’s EPR Properties EPR Stock Holding History

Maridea Wealth Management’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$682K Buy
11,711
+196
+2% +$11.4K 0.18% 114
2025
Q1 		$606K Buy
11,515
+5
+0% +$263 0.2% 94
2024
Q4 		$510K Buy
+11,510
New +$510K 0.16% 107