TWA
TCI Wealth Advisors’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30
| Closed | -$1.14K | – | 835 |
|
|
2023
Q1 | $1.14K | Sell |
30
-50
| -63% | -$1.91K | ﹤0.01% | 2088 |
|
|
2022
Q4 | $3.02K | Sell |
80
-393
| -83% | -$14.8K | ﹤0.01% | 1855 |
|
|
2022
Q3 | $17K | Buy |
473
+443
| +1,477% | +$15.9K | ﹤0.01% | 727 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 2129 |
|
|
2022
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 1968 |
|
|
2021
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 2185 |
|
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 2239 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 1974 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 2034 |
|
|
2020
Q4 | $1K | Sell |
30
-12
| -29% | -$400 | ﹤0.01% | 1342 |
|
|
2020
Q3 | $1K | Buy |
42
+12
| +40% | +$286 | ﹤0.01% | 1292 |
|
|
2020
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1229 |
|
|
2020
Q1 | – | Sell |
-350
| Closed | -$25K | – | 1538 |
|
|
2019
Q4 | $25K | Sell |
350
-79
| -18% | -$5.64K | 0.01% | 503 |
|
|
2019
Q3 | $33K | Buy |
429
+79
| +23% | +$6.08K | 0.01% | 395 |
|
|
2019
Q2 | $26K | Hold |
350
| – | – | 0.01% | 415 |
|
|
2019
Q1 | $27K | Hold |
350
| – | – | 0.01% | 433 |
|
|
2018
Q4 | $22K | Hold |
350
| – | – | 0.01% | 446 |
|
|
2018
Q3 | $24K | Hold |
350
| – | – | 0.01% | 453 |
|
|
2018
Q2 | $23K | Hold |
350
| – | – | 0.01% | 455 |
|
|
2018
Q1 | $19K | Buy |
350
+119
| +52% | +$6.46K | 0.01% | 490 |
|
|
2017
Q4 | $15K | Sell |
231
-61
| -21% | -$3.96K | 0.01% | 545 |
|
|
2017
Q3 | $20K | Buy |
292
+255
| +689% | +$17.5K | 0.01% | 459 |
|
|
2017
Q2 | $3K | Hold |
37
| – | – | ﹤0.01% | 867 |
|
|
2017
Q1 | $3K | Hold |
37
| – | – | ﹤0.01% | 836 |
|
|
2016
Q4 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 904 |
|