Tradition Wealth Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-105
| Closed | -$5K | – | 623 |
|
|
2023
Q4 | $5K | Sell |
105
-135
| -56% | -$6.43K | ﹤0.01% | 1147 |
|
|
2023
Q3 | $10K | Buy |
240
+138
| +135% | +$5.75K | ﹤0.01% | 1006 |
|
|
2023
Q2 | $5K | Buy |
102
+17
| +20% | +$833 | ﹤0.01% | 1199 |
|
|
2023
Q1 | $3K | Buy |
85
+1
| +1% | +$35 | ﹤0.01% | 1243 |
|
|
2022
Q4 | $3K | Buy |
84
+2
| +2% | +$71 | ﹤0.01% | 1114 |
|
|
2022
Q3 | $3K | Buy |
82
+2
| +3% | +$73 | ﹤0.01% | 1143 |
|
|
2022
Q2 | $4K | Buy |
80
+1
| +1% | +$50 | ﹤0.01% | 991 |
|
|
2022
Q1 | $4K | Buy |
79
+1
| +1% | +$51 | ﹤0.01% | 1069 |
|
|
2021
Q4 | $4K | Buy |
78
+1
| +1% | +$51 | ﹤0.01% | 1082 |
|
|
2021
Q3 | $4K | Buy |
77
+1
| +1% | +$52 | ﹤0.01% | 1067 |
|
|
2021
Q2 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 1091 |
|
|
2021
Q1 | – | Sell |
-76
| Closed | -$2K | – | 862 |
|
|
2020
Q4 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 935 |
|