Sheaff Brock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,776
| Closed | -$213K | – | 478 |
|
|
2019
Q3 | $213K | Buy |
+2,776
| New | +$213K | 0.02% | 382 |
|
|
2018
Q1 | – | Sell |
-3,738
| Closed | -$245K | – | 538 |
|
|
2017
Q4 | $245K | Sell |
3,738
-2,796
| -43% | -$183K | 0.03% | 402 |
|
|
2017
Q3 | $456K | Buy |
6,534
+3
| +0% | +$209 | 0.06% | 272 |
|
|
2017
Q2 | $469K | Buy |
6,531
+2,191
| +50% | +$157K | 0.06% | 284 |
|
|
2017
Q1 | $320K | Buy |
4,340
+504
| +13% | +$37.2K | 0.04% | 380 |
|
|
2016
Q4 | $275K | Buy |
3,836
+303
| +9% | +$21.7K | 0.03% | 431 |
|
|
2016
Q3 | $278K | Sell |
3,533
-517
| -13% | -$40.7K | 0.04% | 380 |
|
|
2016
Q2 | $327K | Buy |
4,050
+154
| +4% | +$12.4K | 0.04% | 351 |
|
|
2016
Q1 | $260K | Buy |
3,896
+1
| +0% | +$67 | 0.03% | 422 |
|
|
2015
Q4 | $228K | Buy |
+3,895
| New | +$228K | 0.03% | 476 |
|