TCI Wealth Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30
| Closed | -$1.14K | – | 835 |
|
|
2023
Q1 | $1.14K | Sell |
30
-50
| -63% | -$1.99K | ﹤0.01% | 2088 |
|
|
2022
Q4 | $3.02K | Sell |
80
-393
| -83% | -$15.3K | ﹤0.01% | 1855 |
|
|
2022
Q3 | $17K | Buy |
473
+443
| +1,477% | +$20.9K | ﹤0.01% | 727 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 2130 |
|
|
2022
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 1968 |
|
|
2021
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 2185 |
|
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 2254 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 1992 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 2052 |
|
|
2020
Q4 | $1K | Sell |
30
-12
| -29% | -$353 | ﹤0.01% | 1366 |
|
|
2020
Q3 | $1K | Buy |
42
+12
| +40% | +$375 | ﹤0.01% | 1309 |
|
|
2020
Q2 | $1K | Buy |
+30
| New | +$890 | ﹤0.01% | 1241 |
|
|
2020
Q1 | – | Sell |
-350
| Closed | -$25K | – | 1549 |
|
|
2019
Q4 | $25K | Sell |
350
-79
| -18% | -$5.83K | 0.01% | 507 |
|
|
2019
Q3 | $33K | Buy |
429
+79
| +23% | +$6.01K | 0.01% | 399 |
|
|
2019
Q2 | $26K | Hold |
350
| – | – | 0.01% | 419 |
|
|
2019
Q1 | $27K | Hold |
350
| – | – | 0.01% | 439 |
|
|
2018
Q4 | $22K | Hold |
350
| – | – | 0.01% | 454 |
|
|
2018
Q3 | $24K | Hold |
350
| – | – | 0.01% | 463 |
|
|
2018
Q2 | $23K | Hold |
350
| – | – | 0.01% | 455 |
|
|
2018
Q1 | $19K | Buy |
350
+119
| +52% | +$6.89K | 0.01% | 493 |
|
|
2017
Q4 | $15K | Sell |
231
-61
| -21% | -$4.17K | 0.01% | 545 |
|
|
2017
Q3 | $20K | Buy |
292
+255
| +689% | +$18K | 0.01% | 460 |
|
|
2017
Q2 | $3K | Hold |
37
| – | – | ﹤0.01% | 867 |
|
|
2017
Q1 | $3K | Hold |
37
| – | – | ﹤0.01% | 836 |
|
|
2016
Q4 | $3K | Buy |
+37
| New | +$2.64K | ﹤0.01% | 904 |
|
Other funds holding EPR
PI
WCP
