SeaCrest Wealth Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,949
| Closed | -$350K | – | 524 |
|
|
2019
Q4 | $350K | Sell |
4,949
-696
| -12% | -$49.2K | 0.06% | 359 |
|
|
2019
Q3 | $434K | Sell |
5,645
-393
| -7% | -$30.2K | 0.08% | 295 |
|
|
2019
Q2 | $450K | Buy |
6,038
+4,879
| +421% | +$364K | 0.09% | 266 |
|
|
2019
Q1 | $89K | Buy |
1,159
+595
| +105% | +$45.7K | 0.02% | 734 |
|
|
2018
Q4 | $36K | Hold |
564
| – | – | 0.01% | 1010 |
|
|
2018
Q3 | $39K | Buy |
+564
| New | +$39K | 0.01% | 1100 |
|
|
2018
Q1 | – | Sell |
-19
| Closed | -$1K | – | 2221 |
|
|
2017
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 2091 |
|