SOA Wealth Advisors’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-225
| Closed | -$9.55K | – | 872 |
|
|
2024
Q1 | $9.55K | Hold |
225
| – | – | ﹤0.01% | 546 |
|
|
2023
Q4 | $10.9K | Hold |
225
| – | – | ﹤0.01% | 516 |
|
|
2023
Q3 | $9.35K | Hold |
225
| – | – | ﹤0.01% | 531 |
|
|
2023
Q2 | $10.5K | Hold |
225
| – | – | ﹤0.01% | 526 |
|
|
2023
Q1 | $8.57K | Hold |
225
| – | – | ﹤0.01% | 547 |
|
|
2022
Q4 | $8.49K | Hold |
225
| – | – | ﹤0.01% | 544 |
|
|
2022
Q3 | $8K | Hold |
225
| – | – | ﹤0.01% | 531 |
|
|
2022
Q2 | $10K | Hold |
225
| – | – | ﹤0.01% | 492 |
|
|
2022
Q1 | $12K | Hold |
225
| – | – | ﹤0.01% | 548 |
|
|
2021
Q4 | $10K | Hold |
225
| – | – | ﹤0.01% | 566 |
|
|
2021
Q3 | $11K | Hold |
225
| – | – | ﹤0.01% | 567 |
|
|
2021
Q2 | $11K | Hold |
225
| – | – | ﹤0.01% | 560 |
|
|
2021
Q1 | $10K | Hold |
225
| – | – | ﹤0.01% | 512 |
|
|
2020
Q4 | $9K | Buy |
+225
| New | +$9K | ﹤0.01% | 527 |
|