Northwest Wealth Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-800
| Closed | -$62K | – | 219 |
|
|
2019
Q1 | $62K | Hold |
800
| – | – | 0.05% | 201 |
|
|
2018
Q4 | $51K | Hold |
800
| – | – | 0.04% | 199 |
|
|
2018
Q3 | $55K | Hold |
800
| – | – | 0.04% | 208 |
|
|
2018
Q2 | $52K | Hold |
800
| – | – | 0.04% | 210 |
|
|
2018
Q1 | $44K | Buy |
+800
| New | +$44K | 0.03% | 225 |
|