Piedmont 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,878
| Closed | -$415K | – | 837 |
|
|
2019
Q4 | $415K | Sell |
5,878
-1,065
| -15% | -$75.2K | 0.01% | 603 |
|
|
2019
Q3 | $534K | Sell |
6,943
-354
| -5% | -$27.2K | 0.02% | 492 |
|
|
2019
Q2 | $544K | Buy |
+7,297
| New | +$544K | 0.02% | 515 |
|
|
2018
Q3 | – | Sell |
-16,755
| Closed | -$1.09M | – | 1416 |
|
|
2018
Q2 | $1.09M | Buy |
+16,755
| New | +$1.09M | 0.05% | 302 |
|