Proficio Capital Partners’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-969
| Closed | -$72K | – | 573 |
|
|
2019
Q2 | $72K | Buy |
969
+19
| +2% | +$1.41K | 0.02% | 276 |
|
|
2019
Q1 | $73K | Hold |
950
| – | – | 0.03% | 258 |
|
|
2018
Q4 | $61K | Sell |
950
-198
| -17% | -$12.7K | 0.03% | 244 |
|
|
2018
Q3 | $79K | Hold |
1,148
| – | – | 0.03% | 243 |
|
|
2018
Q2 | $74K | Buy |
1,148
+66
| +6% | +$4.25K | 0.03% | 259 |
|
|
2018
Q1 | $60K | Buy |
1,082
+659
| +156% | +$36.5K | 0.02% | 296 |
|
|
2017
Q4 | $28K | Sell |
423
-295
| -41% | -$19.5K | 0.01% | 486 |
|
|
2017
Q3 | $50K | Buy |
718
+237
| +49% | +$16.5K | 0.02% | 373 |
|
|
2017
Q2 | $33K | Sell |
481
-48
| -9% | -$3.29K | 0.01% | 478 |
|
|
2017
Q1 | $38K | Buy |
529
+52
| +11% | +$3.74K | 0.02% | 449 |
|
|
2016
Q4 | $34K | Hold |
477
| – | – | 0.01% | 330 |
|
|
2016
Q3 | $38K | Hold |
477
| – | – | 0.02% | 314 |
|
|
2016
Q2 | $40K | Buy |
477
+11
| +2% | +$922 | 0.03% | 302 |
|
|
2016
Q1 | $31K | Buy |
+466
| New | +$31K | 0.03% | 277 |
|