Plante Moran Financial Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-164
| Closed | -$11K | – | 885 |
|
|
2017
Q3 | $11K | Buy |
+164
| New | +$11K | 0.01% | 525 |
|
|
2017
Q1 | – | Sell |
-62
| Closed | -$4K | – | 912 |
|
|
2016
Q4 | $4K | Hold |
62
| – | – | ﹤0.01% | 748 |
|
|
2016
Q3 | $5K | Sell |
62
-11
| -15% | -$887 | ﹤0.01% | 685 |
|
|
2016
Q2 | $6K | Hold |
73
| – | – | ﹤0.01% | 596 |
|
|
2016
Q1 | $5K | Sell |
73
-87
| -54% | -$5.96K | ﹤0.01% | 578 |
|
|
2015
Q4 | $9K | Buy |
+160
| New | +$9K | 0.01% | 592 |
|