Pathstone Family Office’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $289K | Buy |
6,955
+1,538
| +28% | +$63.9K | ﹤0.01% | 1331 |
|
|
2023
Q2 | $259K | Sell |
5,417
-1,110
| -17% | -$53K | ﹤0.01% | 1031 |
|
|
2023
Q1 | $249K | Buy |
6,527
+89
| +1% | +$3.4K | ﹤0.01% | 994 |
|
|
2022
Q4 | $243K | Sell |
6,438
-91
| -1% | -$3.43K | ﹤0.01% | 1310 |
|
|
2022
Q3 | $235K | Buy |
+6,529
| New | +$235K | ﹤0.01% | 1291 |
|
|
2022
Q2 | – | Hold |
0
| – | -$280K | – | 1070 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 776 |
|