Stratos Wealth Partners’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 | $213K | Buy |
+3,655
| New | +$213K | ﹤0.01% | 1306 |
|
|
2025
Q1 | – | Sell |
-4,679
| Closed | -$207K | – | 1402 |
|
|
2024
Q4 | $207K | Hold |
4,679
| – | – | ﹤0.01% | 1333 |
|
|
2024
Q3 | $229K | Sell |
4,679
-100
| -2% | -$4.9K | ﹤0.01% | 1273 |
|
|
2024
Q2 | $201K | Buy |
+4,779
| New | +$201K | ﹤0.01% | 1270 |
|
|
2018
Q4 | – | Sell |
-560
| Closed | -$38K | – | 1286 |
|
|
2018
Q3 | $38K | Buy |
+560
| New | +$38K | ﹤0.01% | 1579 |
|
|
2018
Q2 | – | Sell |
-609
| Closed | -$34K | – | 1424 |
|
|
2018
Q1 | $34K | Sell |
609
-5
| -0.8% | -$279 | ﹤0.01% | 1775 |
|
|
2017
Q4 | $40K | Sell |
614
-4,935
| -89% | -$321K | ﹤0.01% | 1623 |
|
|
2017
Q3 | $387K | Buy |
5,549
+1,410
| +34% | +$98.3K | 0.02% | 585 |
|
|
2017
Q2 | $297K | Buy |
+4,139
| New | +$297K | 0.02% | 638 |
|