MWPCG
Measured Wealth Private Client Group’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,535
| Closed | -$317K | – | 190 |
|
|
2023
Q4 | $317K | Buy |
+6,535
| New | +$317K | 0.12% | 129 |
|
|
2022
Q4 | – | Sell |
-7,543
| Closed | -$270K | – | 169 |
|
|
2022
Q3 | $270K | Buy |
+7,543
| New | +$270K | 0.12% | 114 |
|
|
2018
Q4 | – | Sell |
-18
| Closed | -$1K | – | 279 |
|
|
2018
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 792 |
|