Stelac Advisory Services’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,317
| Closed | -$122K | – | 229 |
|
|
2021
Q2 | $122K | Sell |
2,317
-581
| -20% | -$30.6K | 0.03% | 261 |
|
|
2021
Q1 | $135K | Sell |
2,898
-3,415
| -54% | -$159K | 0.05% | 191 |
|
|
2020
Q4 | $205K | Hold |
6,313
| – | – | 0.05% | 174 |
|
|
2020
Q3 | $174K | Buy |
6,313
+2,129
| +51% | +$58.7K | 0.06% | 141 |
|
|
2020
Q2 | $139K | Buy |
+4,184
| New | +$139K | 0.05% | 124 |
|