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Proficio Capital Partners’s EPR Properties EPR Stock Holding History

Proficio Capital Partners’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-969
Closed -$72K – 570
2019
Q2 		$72K Buy
969
+19
+2% +$1.48K 0.02% 276
2019
Q1 		$73K Hold
950
– – 0.03% 258
2018
Q4 		$61K Sell
950
-198
-17% -$13.6K 0.03% 245
2018
Q3 		$79K Hold
1,148
– – 0.03% 246
2018
Q2 		$74K Buy
1,148
+66
+6% +$3.91K 0.03% 261
2018
Q1 		$60K Buy
1,082
+659
+156% +$38.2K 0.02% 298
2017
Q4 		$28K Sell
423
-295
-41% -$20.2K 0.01% 487
2017
Q3 		$50K Buy
718
+237
+49% +$16.7K 0.02% 373
2017
Q2 		$33K Sell
481
-48
-9% -$3.5K 0.01% 479
2017
Q1 		$38K Buy
529
+52
+11% +$3.84K 0.02% 449
2016
Q4 		$34K Hold
477
– – 0.01% 331
2016
Q3 		$38K Hold
477
– – 0.02% 316
2016
Q2 		$40K Buy
477
+11
+2% +$774 0.03% 302
2016
Q1 		$31K Buy
+466
New +$28.4K 0.03% 277

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