SWA
Sutton Wealth Advisors’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4
| Closed | -$151 | – | 1041 |
|
|
2022
Q4 | $151 | Buy |
+4
| New | +$151 | ﹤0.01% | 1612 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$375 | – | 1671 |
|
|
2022
Q2 | $375 | Hold |
8
| – | – | ﹤0.01% | 1511 |
|
|
2022
Q1 | $438 | Hold |
8
| – | – | ﹤0.01% | 1501 |
|
|
2021
Q4 | $380 | Buy |
+8
| New | +$380 | ﹤0.01% | 1579 |
|
|
2017
Q3 | – | Sell |
-90
| Closed | -$6.47K | – | 1089 |
|
|
2017
Q2 | $6.47K | Hold |
90
| – | – | 0.01% | 834 |
|
|
2017
Q1 | $6.63K | Hold |
90
| – | – | 0.01% | 806 |
|
|
2016
Q4 | $6.46K | Hold |
90
| – | – | 0.01% | 798 |
|
|
2016
Q3 | $7.09K | Buy |
+90
| New | +$7.09K | 0.01% | 758 |
|