Tradition Wealth Management’s EPR Properties EPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-105	Closed	-$5K	–	623
2023 Q4	$5K	Sell	105 -135	-56%	-$6.02K	﹤0.01%	1147
2023 Q3	$10K	Buy	240 +138	+135%	+$6.08K	﹤0.01%	1006
2023 Q2	$5K	Buy	102 +17	+20%	+$717	﹤0.01%	1199
2023 Q1	$3K	Buy	85 +1	+1%	+$40	﹤0.01%	1243
2022 Q4	$3K	Buy	84 +2	+2%	+$78	﹤0.01%	1114
2022 Q3	$3K	Buy	82 +2	+3%	+$94	﹤0.01%	1143
2022 Q2	$4K	Buy	80 +1	+1%	+$51	﹤0.01%	991
2022 Q1	$4K	Buy	79 +1	+1%	+$48	﹤0.01%	1069
2021 Q4	$4K	Buy	78 +1	+1%	+$50	﹤0.01%	1082
2021 Q3	$4K	Buy	77 +1	+1%	+$51	﹤0.01%	1067
2021 Q2	$4K	Buy	+76	New	+$3.78K	﹤0.01%	1091
2021 Q1	–	Sell	-76	Closed	-$2K	–	861
2020 Q4	$2K	Buy	+76	New	+$2.24K	﹤0.01%	935