TrueWealth LLC’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-31
| Closed | -$2K | – | 739 |
|
|
2019
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 667 |
|
|
2019
Q3 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 634 |
|
|
2019
Q2 | – | Hold |
0
| – | -$6K | – | 653 |
|
|
2019
Q1 | – | Hold |
0
| – | -$5K | – | 536 |
|
|
2018
Q4 | – | Hold |
0
| – | -$5K | – | 542 |
|
|
2018
Q3 | – | Hold |
0
| – | -$5K | – | 612 |
|
|
2018
Q2 | – | Hold |
0
| – | -$4K | – | 610 |
|
|
2018
Q1 | – | Hold |
0
| – | -$11K | – | 610 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 483 |
|