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Spire Wealth Management’s EPR Properties EPR Stock Holding History

Spire Wealth Management’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.7K Sell
598
-6
-1% -$341 ﹤0.01% 1275
2026
Q1 		$30.2K Buy
604
+58
+11% +$3.19K ﹤0.01% 1308
2025
Q4 		$27.2K Buy
546
+2
+0.4% +$104 ﹤0.01% 1367
2025
Q3 		$31.6K Hold
544
– – ﹤0.01% 1379
2025
Q2 		$31.7K Sell
544
-1,795
-77% -$94.6K ﹤0.01% 1364
2025
Q1 		$123K Buy
2,339
+242
+12% +$11.9K ﹤0.01% 964
2024
Q4 		$92.8K Buy
2,097
+138
+7% +$6.32K ﹤0.01% 1060
2024
Q3 		$96.1K Buy
1,959
+735
+60% +$33.6K ﹤0.01% 924
2024
Q2 		$51.4K Sell
1,224
-1,330
-52% -$54.7K ﹤0.01% 1111
2024
Q1 		$108K Buy
2,554
+1,156
+83% +$50.4K ﹤0.01% 974
2023
Q4 		$63K Buy
1,398
+2
+0.1% +$89 ﹤0.01% 1126
2023
Q3 		$58K Sell
1,396
-897
-39% -$39.5K ﹤0.01% 1120
2023
Q2 		$107K Buy
2,293
+900
+65% +$38K ﹤0.01% 949
2023
Q1 		$53.1K Hold
1,393
– – ﹤0.01% 1179
2022
Q4 		$53K Buy
1,393
+438
+46% +$17K ﹤0.01% 971
2022
Q3 		$34K Sell
955
-438
-31% -$20.7K ﹤0.01% 1094
2022
Q2 		$65K Hold
1,393
– – ﹤0.01% 1185
2022
Q1 		$76K Buy
1,393
+370
+36% +$17.9K ﹤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 +$43.1K ﹤0.01% 2021

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FFN
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HWAM
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PDN
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QCM
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1IA
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YCM
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