Mount Yale Investment Advisors’s EPR Properties EPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.46K	Buy	+25	New	+$1.46K	﹤0.01%	1365
2018 Q3	–	Sell	-130	Closed	-$8K	–	953
2018 Q2	$8K	Hold	130	–	–	﹤0.01%	873
2018 Q1	$7K	Buy	+130	New	+$7K	﹤0.01%	874