One Wealth Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-336
| Closed | -$12.7K | – | 326 |
|
|
2022
Q4 | $12.7K | Buy |
+336
| New | +$12.7K | ﹤0.01% | 597 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 583 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 568 |
|
|
2018
Q1 | – | Sell |
-53
| Closed | -$3K | – | 536 |
|
|
2017
Q4 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 480 |
|