TWM
Torch Wealth Management’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.92M | Sell |
27,155
-3,850
| -12% | -$272K | 1.06% | 33 |
|
|
2019
Q3 | $2.38M | Hold |
31,005
| – | – | 1.41% | 22 |
|
|
2019
Q2 | $2.31M | Sell |
31,005
-100
| -0.3% | -$7.46K | 1.39% | 22 |
|
|
2019
Q1 | $2.39M | Sell |
31,105
-17
| -0.1% | -$1.31K | 1.48% | 19 |
|
|
2018
Q4 | $1.99M | Buy |
31,122
+400
| +1% | +$25.6K | 1.43% | 25 |
|
|
2018
Q3 | $2.1M | Hold |
30,722
| – | – | 1.26% | 24 |
|
|
2018
Q2 | $1.99M | Buy |
30,722
+238
| +0.8% | +$15.4K | 1.25% | 27 |
|
|
2018
Q1 | $1.69M | Buy |
30,484
+74
| +0.2% | +$4.1K | 1.09% | 33 |
|
|
2017
Q4 | $1.99M | Sell |
30,410
-200
| -0.7% | -$13.1K | 1.22% | 28 |
|
|
2017
Q3 | $2.14M | Sell |
30,610
-75
| -0.2% | -$5.23K | 1.4% | 24 |
|
|
2017
Q2 | $2.21M | Sell |
30,685
-200
| -0.6% | -$14.4K | 1.52% | 21 |
|
|
2017
Q1 | $2.27M | Sell |
30,885
-125
| -0.4% | -$9.2K | 1.52% | 20 |
|
|
2016
Q4 | $2.23M | Buy |
+31,010
| New | +$2.23M | 1.57% | 20 |
|