Naviter Wealth’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,974
| Closed | -$295K | – | 284 |
|
|
2024
Q3 | $295K | Sell |
5,974
-39
| -0.6% | -$1.92K | 0.04% | 206 |
|
|
2024
Q2 | $254K | Hold |
6,013
| – | – | 0.04% | 204 |
|
|
2024
Q1 | $257K | Buy |
6,013
+1,200
| +25% | +$51.3K | 0.04% | 204 |
|
|
2023
Q4 | $235K | Buy |
+4,813
| New | +$235K | 0.05% | 199 |
|
|
2023
Q3 | – | Sell |
-5,974
| Closed | -$281K | – | 221 |
|
|
2023
Q2 | $281K | Hold |
5,974
| – | – | 0.07% | 198 |
|
|
2023
Q1 | $229K | Buy |
+5,974
| New | +$229K | 0.08% | 172 |
|