Valley Wealth Managers’s EPR Properties EPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-43,735
Closed -$1.06M 166
2020
Q1
$1.06M Buy
43,735
+8,685
+25% +$210K 0.14% 97
2019
Q4
$2.48M Buy
+35,050
New +$2.48M 0.25% 80