Psagot Value Holdings’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13
| Closed | -$1K | – | 541 |
|
|
2023
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 503 |
|
|
2021
Q2 | – | Sell |
-4,071
| Closed | -$190K | – | 453 |
|
|
2021
Q1 | $190K | Buy |
4,071
+1,071
| +36% | +$50K | ﹤0.01% | 275 |
|
|
2020
Q4 | $98K | Hold |
3,000
| – | – | ﹤0.01% | 280 |
|
|
2020
Q3 | $83K | Hold |
3,000
| – | – | ﹤0.01% | 308 |
|
|
2020
Q2 | $99K | Hold |
3,000
| – | – | ﹤0.01% | 278 |
|
|
2020
Q1 | $73K | Buy |
3,000
+1,000
| +50% | +$24.3K | ﹤0.01% | 278 |
|
|
2019
Q4 | $141K | Buy |
+2,000
| New | +$141K | ﹤0.01% | 301 |
|
|
2014
Q2 | – | Sell |
-1,869
| Closed | -$100K | – | 420 |
|
|
2014
Q1 | $100K | Sell |
1,869
-515
| -22% | -$27.6K | ﹤0.01% | 319 |
|
|
2013
Q4 | $117K | Buy |
+2,384
| New | +$117K | ﹤0.01% | 312 |
|