United Capital Financial Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,776
| Closed | -$804K | – | 1350 |
|
|
2019
Q2 | $804K | Sell |
10,776
-773
| -7% | -$57.7K | 0.01% | 877 |
|
|
2019
Q1 | $888K | Sell |
11,549
-3,316
| -22% | -$255K | 0.01% | 801 |
|
|
2018
Q4 | $953K | Sell |
14,865
-2,932
| -16% | -$188K | 0.01% | 729 |
|
|
2018
Q3 | $1.2M | Sell |
17,797
-924
| -5% | -$62K | 0.01% | 729 |
|
|
2018
Q2 | $1.21M | Sell |
18,721
-1,056
| -5% | -$68.4K | 0.01% | 716 |
|
|
2018
Q1 | $1.1M | Buy |
19,777
+3,412
| +21% | +$189K | 0.01% | 758 |
|
|
2017
Q4 | $1.07M | Buy |
+16,365
| New | +$1.07M | 0.01% | 764 |
|
|
2016
Q4 | – | Sell |
-14,836
| Closed | -$1.17M | – | 1269 |
|
|
2016
Q3 | $1.17M | Sell |
14,836
-450
| -3% | -$35.4K | 0.01% | 732 |
|
|
2016
Q2 | $1.24M | Buy |
15,286
+2,509
| +20% | +$203K | 0.01% | 672 |
|
|
2016
Q1 | $851K | Buy |
12,777
+2,659
| +26% | +$177K | 0.01% | 739 |
|
|
2015
Q4 | $591K | Buy |
10,118
+3,762
| +59% | +$220K | 0.01% | 847 |
|
|
2015
Q3 | $328K | Buy |
6,356
+2,660
| +72% | +$137K | ﹤0.01% | 1037 |
|
|
2015
Q2 | $202K | Buy |
+3,696
| New | +$202K | ﹤0.01% | 1187 |
|