SWA
SFMG Wealth Advisors’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,050
| Closed | -$215K | – | 156 |
|
|
2019
Q4 | $215K | Hold |
3,050
| – | – | 0.03% | 152 |
|
|
2019
Q3 | $234K | Hold |
3,050
| – | – | 0.03% | 135 |
|
|
2019
Q2 | $227K | Hold |
3,050
| – | – | 0.03% | 135 |
|
|
2019
Q1 | $235K | Buy |
+3,050
| New | +$235K | 0.03% | 127 |
|
|
2018
Q4 | – | Sell |
-3,050
| Closed | -$208K | – | 139 |
|
|
2018
Q3 | $208K | Sell |
3,050
-2,400
| -44% | -$164K | 0.03% | 130 |
|
|
2018
Q2 | $353K | Hold |
5,450
| – | – | 0.06% | 95 |
|
|
2018
Q1 | $302K | Buy |
5,450
+300
| +6% | +$16.6K | 0.05% | 104 |
|
|
2017
Q4 | $337K | Hold |
5,150
| – | – | 0.06% | 103 |
|
|
2017
Q3 | $359K | Hold |
5,150
| – | – | 0.07% | 89 |
|
|
2017
Q2 | $370K | Buy |
+5,150
| New | +$370K | 0.08% | 77 |
|