RE Dickinson Investment Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $809K | Sell |
1,825
-212
| -10% | -$94K | 0.05% | 74 |
|
|
2024
Q3 | $99.9K | Sell |
2,037
-1,355
| -40% | -$66.5K | 0.06% | 64 |
|
|
2024
Q2 | $143K | Buy |
3,392
+3,375
| +19,853% | +$142K | 0.09% | 55 |
|
|
2024
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 206 |
|
|
2023
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 215 |
|
|
2023
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 248 |
|
|
2023
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 358 |
|