Patriot Financial Group Insurance Agency’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-245
| Closed | -$11K | – | 859 |
|
|
2022
Q2 | $11K | Buy |
245
+1
| +0.4% | +$45 | ﹤0.01% | 1201 |
|
|
2022
Q1 | $13K | Buy |
244
+1
| +0.4% | +$53 | ﹤0.01% | 1256 |
|
|
2021
Q4 | $12K | Hold |
243
| – | – | ﹤0.01% | 1414 |
|
|
2021
Q3 | $12K | Buy |
243
+1
| +0.4% | +$49 | ﹤0.01% | 1392 |
|
|
2021
Q2 | $13K | Hold |
242
| – | – | ﹤0.01% | 1340 |
|
|
2021
Q1 | $11K | Hold |
242
| – | – | ﹤0.01% | 1317 |
|
|
2020
Q4 | $8K | Hold |
242
| – | – | ﹤0.01% | 1289 |
|
|
2020
Q3 | $7K | Hold |
242
| – | – | ﹤0.01% | 1129 |
|
|
2020
Q2 | $8K | Buy |
242
+167
| +223% | +$5.52K | ﹤0.01% | 1030 |
|
|
2020
Q1 | $2K | Sell |
75
-198
| -73% | -$5.28K | ﹤0.01% | 1293 |
|
|
2019
Q4 | $19K | Sell |
273
-52
| -16% | -$3.62K | 0.01% | 695 |
|
|
2019
Q3 | $25K | Sell |
325
-146
| -31% | -$11.2K | 0.01% | 587 |
|
|
2019
Q2 | $35K | Sell |
471
-95
| -17% | -$7.06K | 0.02% | 499 |
|
|
2019
Q1 | $44K | Sell |
566
-51
| -8% | -$3.97K | 0.02% | 409 |
|
|
2018
Q4 | $39K | Sell |
617
-86
| -12% | -$5.44K | 0.03% | 365 |
|
|
2018
Q3 | $48K | Buy |
703
+671
| +2,097% | +$45.8K | 0.03% | 306 |
|
|
2018
Q2 | $2K | Sell |
32
-630
| -95% | -$39.4K | ﹤0.01% | 538 |
|
|
2018
Q1 | $36K | Buy |
662
+8
| +1% | +$435 | 0.03% | 367 |
|
|
2017
Q4 | $41K | Buy |
654
+56
| +9% | +$3.51K | 0.03% | 327 |
|
|
2017
Q3 | $42K | Sell |
598
-168
| -22% | -$11.8K | 0.04% | 282 |
|
|
2017
Q2 | $54K | Buy |
766
+244
| +47% | +$17.2K | 0.06% | 226 |
|
|
2017
Q1 | $38K | Sell |
522
-130
| -20% | -$9.46K | 0.04% | 261 |
|
|
2016
Q4 | $48K | Buy |
+652
| New | +$48K | 0.07% | 222 |
|