&Partners’s EPR Properties EPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-6,550
Closed -$217K 135
2020
Q2
$217K Sell
6,550
-1,845
-22% -$61.1K 0.26% 103
2020
Q1
$203K Sell
8,395
-200
-2% -$4.84K 0.32% 98
2019
Q4
$607K Buy
8,595
+4,350
+102% +$307K 0.72% 44
2019
Q3
$326K Hold
4,245
0.42% 85
2019
Q2
$317K Hold
4,245
0.44% 78
2019
Q1
$326K Hold
4,245
0.47% 73
2018
Q4
$272K Buy
+4,245
New +$272K 0.46% 77