TRUE Private Wealth Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-67
| Closed | -$2K | – | 380 |
|
|
2020
Q4 | $2K | Sell |
67
-42
| -39% | -$1.25K | ﹤0.01% | 658 |
|
|
2020
Q3 | $2K | Sell |
109
-13
| -11% | -$239 | ﹤0.01% | 621 |
|
|
2020
Q2 | $4K | Hold |
122
| – | – | ﹤0.01% | 578 |
|
|
2020
Q1 | $3K | Hold |
122
| – | – | ﹤0.01% | 572 |
|
|
2019
Q4 | $8K | Buy |
+122
| New | +$8K | ﹤0.01% | 624 |
|
|
2019
Q3 | – | Sell |
-122
| Closed | -$9K | – | 376 |
|
|
2019
Q2 | $9K | Buy |
+122
| New | +$9K | ﹤0.01% | 560 |
|
|
2018
Q4 | – | Sell |
-122
| Closed | -$8.39K | – | 444 |
|
|
2018
Q3 | $8.39K | Buy |
+122
| New | +$8.39K | ﹤0.01% | 789 |
|