PSI Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-50
| Closed | -$2.63K | – | 266 |
|
|
2025
Q1 | $2.63K | Hold |
50
| – | – | ﹤0.01% | 578 |
|
|
2024
Q4 | $2.21K | Sell |
50
-179
| -78% | -$7.93K | ﹤0.01% | 721 |
|
|
2024
Q3 | $11.2K | Buy |
229
+1
| +0.4% | +$49 | ﹤0.01% | 521 |
|
|
2024
Q2 | $9.55K | Buy |
228
+2
| +0.9% | +$84 | ﹤0.01% | 525 |
|
|
2024
Q1 | $9.59K | Buy |
226
+1
| +0.4% | +$42 | ﹤0.01% | 495 |
|
|
2023
Q4 | $10.9K | Buy |
225
+2
| +0.9% | +$97 | ﹤0.01% | 503 |
|
|
2023
Q3 | $9.27K | Buy |
223
+1
| +0.5% | +$42 | ﹤0.01% | 508 |
|
|
2023
Q2 | $10.4K | Buy |
222
+2
| +0.9% | +$94 | ﹤0.01% | 485 |
|
|
2023
Q1 | $8.4K | Buy |
220
+1
| +0.5% | +$38 | ﹤0.01% | 459 |
|
|
2022
Q4 | $8.26K | Sell |
219
-759
| -78% | -$28.6K | ﹤0.01% | 459 |
|
|
2022
Q3 | $35K | Sell |
978
-849
| -46% | -$30.4K | 0.02% | 266 |
|
|
2022
Q2 | $86K | Sell |
1,827
-504
| -22% | -$23.7K | 0.04% | 188 |
|
|
2022
Q1 | $128K | Sell |
2,331
-50
| -2% | -$2.75K | 0.05% | 172 |
|
|
2021
Q4 | $113K | Sell |
2,381
-20
| -0.8% | -$949 | 0.05% | 186 |
|
|
2021
Q3 | $119K | Buy |
+2,401
| New | +$119K | 0.05% | 184 |
|
|
2020
Q1 | – | Sell |
-3,929
| Closed | -$277K | – | 248 |
|
|
2019
Q4 | $277K | Buy |
+3,929
| New | +$277K | 0.18% | 109 |
|