Mutual Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,313
| Closed | -$202K | – | 879 |
|
|
2022
Q2 | $202K | Hold |
4,313
| – | – | 0.01% | 789 |
|
|
2022
Q1 | $236K | Hold |
4,313
| – | – | 0.01% | 776 |
|
|
2021
Q4 | $205K | Hold |
4,313
| – | – | 0.01% | 844 |
|
|
2021
Q3 | $213K | Buy |
+4,313
| New | +$213K | 0.01% | 804 |
|
|
2020
Q1 | – | Sell |
-4,230
| Closed | -$299K | – | 583 |
|
|
2019
Q4 | $299K | Sell |
4,230
-845
| -17% | -$59.7K | 0.03% | 461 |
|
|
2019
Q3 | $390K | Sell |
5,075
-543
| -10% | -$41.7K | 0.05% | 364 |
|
|
2019
Q2 | $419K | Buy |
5,618
+202
| +4% | +$15.1K | 0.05% | 357 |
|
|
2019
Q1 | $416K | Sell |
5,416
-126
| -2% | -$9.68K | 0.06% | 299 |
|
|
2018
Q4 | $355K | Hold |
5,542
| – | – | 0.07% | 284 |
|
|
2018
Q3 | $379K | Buy |
5,542
+395
| +8% | +$27K | 0.06% | 319 |
|
|
2018
Q2 | $333K | Hold |
5,147
| – | – | 0.08% | 309 |
|
|
2018
Q1 | $285K | Sell |
5,147
-1,475
| -22% | -$81.7K | 0.07% | 318 |
|
|
2017
Q4 | $433K | Buy |
+6,622
| New | +$433K | 0.16% | 171 |
|