OneDigital Investment Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-25
| Closed | -$2K | – | 1159 |
|
|
2018
Q3 | $2K | Buy |
25
+1
| +4% | +$80 | ﹤0.01% | 985 |
|
|
2018
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 1256 |
|
|
2018
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 1285 |
|
|
2017
Q4 | $2K | Buy |
24
+1
| +4% | +$83 | ﹤0.01% | 1168 |
|
|
2017
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 975 |
|
|
2017
Q2 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 1151 |
|