Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.7K | Sell |
544
-1,795
| -77% | -$105K | ﹤0.01% | 1364 |
|
|
2025
Q1 | $123K | Buy |
2,339
+242
| +12% | +$12.7K | ﹤0.01% | 964 |
|
|
2024
Q4 | $92.8K | Buy |
2,097
+138
| +7% | +$6.11K | ﹤0.01% | 1060 |
|
|
2024
Q3 | $96.1K | Buy |
1,959
+735
| +60% | +$36K | ﹤0.01% | 924 |
|
|
2024
Q2 | $51.4K | Sell |
1,224
-1,330
| -52% | -$55.8K | ﹤0.01% | 1111 |
|
|
2024
Q1 | $108K | Buy |
2,554
+1,156
| +83% | +$49.1K | ﹤0.01% | 974 |
|
|
2023
Q4 | $63K | Buy |
1,398
+2
| +0.1% | +$90 | ﹤0.01% | 1126 |
|
|
2023
Q3 | $58K | Sell |
1,396
-897
| -39% | -$37.3K | ﹤0.01% | 1120 |
|
|
2023
Q2 | $107K | Buy |
2,293
+900
| +65% | +$42.1K | ﹤0.01% | 949 |
|
|
2023
Q1 | $53.1K | Hold |
1,393
| – | – | ﹤0.01% | 1179 |
|
|
2022
Q4 | $53K | Buy |
1,393
+438
| +46% | +$16.7K | ﹤0.01% | 971 |
|
|
2022
Q3 | $34K | Sell |
955
-438
| -31% | -$15.6K | ﹤0.01% | 1094 |
|
|
2022
Q2 | $65K | Hold |
1,393
| – | – | ﹤0.01% | 1185 |
|
|
2022
Q1 | $76K | Buy |
1,393
+370
| +36% | +$20.2K | ﹤0.01% | 1278 |
|
|
2021
Q4 | $49K | Hold |
1,023
| – | – | ﹤0.01% | 1744 |
|
|
2021
Q3 | $51K | Hold |
1,023
| – | – | ﹤0.01% | 1466 |
|
|
2021
Q2 | $54K | Hold |
1,023
| – | – | ﹤0.01% | 1449 |
|
|
2021
Q1 | $27K | Buy |
+1,023
| New | +$27K | ﹤0.01% | 2021 |
|