TD Private Client Wealth’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25
| Closed | -$1.17K | – | 1235 |
|
|
2023
Q2 | $1.17K | Hold |
25
| – | – | ﹤0.01% | 1200 |
|
|
2023
Q1 | $953 | Hold |
25
| – | – | ﹤0.01% | 1192 |
|
|
2022
Q4 | $943 | Hold |
25
| – | – | ﹤0.01% | 1149 |
|
|
2022
Q3 | $897 | Hold |
25
| – | – | ﹤0.01% | 1164 |
|
|
2022
Q2 | $1.17K | Hold |
25
| – | – | ﹤0.01% | 1166 |
|
|
2022
Q1 | $1.37K | Hold |
25
| – | – | ﹤0.01% | 1194 |
|
|
2021
Q4 | $1.19K | Sell |
25
-58
| -70% | -$2.75K | ﹤0.01% | 1051 |
|
|
2021
Q3 | $4.1K | Hold |
83
| – | – | ﹤0.01% | 970 |
|
|
2021
Q2 | $4.37K | Hold |
83
| – | – | ﹤0.01% | 970 |
|
|
2021
Q1 | $3.87K | Hold |
83
| – | – | ﹤0.01% | 945 |
|
|
2020
Q4 | $2.7K | Sell |
83
-21
| -20% | -$683 | ﹤0.01% | 935 |
|
|
2020
Q3 | $2.86K | Hold |
104
| – | – | ﹤0.01% | 886 |
|
|
2020
Q2 | $3.45K | Buy |
104
+53
| +104% | +$1.76K | ﹤0.01% | 866 |
|
|
2020
Q1 | $1.24K | Sell |
51
-9
| -15% | -$218 | ﹤0.01% | 917 |
|
|
2019
Q4 | $4.24K | Buy |
+60
| New | +$4.24K | ﹤0.01% | 831 |
|