NewEdge 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 | $23.3K | Hold |
400
| – | – | ﹤0.01% | 2898 |
|
|
2025
Q1 | $21K | Buy |
400
+50
| +14% | +$2.63K | ﹤0.01% | 2843 |
|
|
2024
Q4 | $15.5K | Hold |
350
| – | – | ﹤0.01% | 2882 |
|
|
2024
Q3 | $17.2K | Sell |
350
-10
| -3% | -$490 | ﹤0.01% | 2760 |
|
|
2024
Q2 | $15.1K | Sell |
360
-78
| -18% | -$3.27K | ﹤0.01% | 2710 |
|
|
2024
Q1 | $18.6K | Buy |
438
+300
| +217% | +$12.7K | ﹤0.01% | 2653 |
|
|
2023
Q4 | $6.69K | Hold |
138
| – | – | ﹤0.01% | 3013 |
|
|
2023
Q3 | $5.73K | Sell |
138
-420
| -75% | -$17.4K | ﹤0.01% | 2764 |
|
|
2023
Q2 | $26.1K | Hold |
558
| – | – | ﹤0.01% | 2300 |
|
|
2023
Q1 | $21.3K | Sell |
558
-125
| -18% | -$4.76K | ﹤0.01% | 2316 |
|
|
2022
Q4 | $4.51K | Buy |
+683
| New | +$4.51K | ﹤0.01% | 2628 |
|
|
2020
Q1 | – | Sell |
-4,146
| Closed | -$292K | – | 818 |
|
|
2019
Q4 | $292K | Sell |
4,146
-1,026
| -20% | -$72.3K | 0.01% | 667 |
|
|
2019
Q3 | $402K | Buy |
+5,172
| New | +$402K | 0.02% | 567 |
|
|
2017
Q3 | – | Sell |
-430
| Closed | -$30.3K | – | 586 |
|
|
2017
Q2 | $30.3K | Buy |
+430
| New | +$30.3K | 0.01% | 620 |
|