Mid Atlantic Financial Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,429
| Closed | -$286K | – | 922 |
|
|
2021
Q2 | $286K | Sell |
5,429
-200
| -4% | -$10.5K | 0.02% | 683 |
|
|
2021
Q1 | $262K | Buy |
+5,629
| New | +$262K | 0.02% | 679 |
|
|
2020
Q3 | – | Sell |
-6,172
| Closed | -$204K | – | 766 |
|
|
2020
Q2 | $204K | Buy |
+6,172
| New | +$204K | 0.02% | 631 |
|
|
2020
Q1 | – | Sell |
-3,160
| Closed | -$223K | – | 702 |
|
|
2019
Q4 | $223K | Buy |
3,160
+17
| +0.5% | +$1.2K | 0.02% | 614 |
|
|
2019
Q3 | $242K | Sell |
3,143
-86
| -3% | -$6.62K | 0.03% | 572 |
|
|
2019
Q2 | $241K | Sell |
3,229
-113
| -3% | -$8.43K | 0.03% | 586 |
|
|
2019
Q1 | $257K | Buy |
3,342
+191
| +6% | +$14.7K | 0.03% | 558 |
|
|
2018
Q4 | $202K | Buy |
+3,151
| New | +$202K | 0.03% | 596 |
|