SWA
SFMG Wealth Advisors’s EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares EPR.PRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,834
| Closed | -$209K | – | 282 |
|
|
2024
Q3 | $209K | Buy |
+6,834
| New | +$209K | 0.02% | 246 |
|
|
2024
Q2 | – | Sell |
-7,834
| Closed | -$212K | – | 276 |
|
|
2024
Q1 | $212K | Sell |
7,834
-1,334
| -15% | -$36.1K | 0.02% | 243 |
|
|
2023
Q4 | $258K | Buy |
+9,168
| New | +$258K | 0.02% | 209 |
|
|
2023
Q3 | – | Sell |
-7,168
| Closed | -$203K | – | 263 |
|
|
2023
Q2 | $203K | Buy |
+7,168
| New | +$203K | 0.02% | 231 |
|
|
2022
Q3 | – | Sell |
-7,168
| Closed | -$215K | – | 259 |
|
|
2022
Q2 | $215K | Hold |
7,168
| – | – | 0.02% | 221 |
|
|
2022
Q1 | $238K | Hold |
7,168
| – | – | 0.02% | 235 |
|
|
2021
Q4 | $256K | Buy |
+7,168
| New | +$256K | 0.02% | 227 |
|