Venturi Wealth Management’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,117
| Closed | -$93.7K | – | 944 |
|
|
2024
Q4 | $93.7K | Buy |
2,117
+643
| +44% | +$28.5K | ﹤0.01% | 809 |
|
|
2024
Q3 | $72.3K | Buy |
1,474
+438
| +42% | +$21.5K | ﹤0.01% | 654 |
|
|
2024
Q2 | $43.5K | Buy |
1,036
+521
| +101% | +$21.9K | ﹤0.01% | 707 |
|
|
2024
Q1 | $21.9K | Sell |
515
-308
| -37% | -$13.1K | ﹤0.01% | 715 |
|
|
2023
Q4 | $39.9K | Buy |
823
+307
| +59% | +$14.9K | ﹤0.01% | 529 |
|
|
2023
Q3 | $21.4K | Buy |
+516
| New | +$21.4K | ﹤0.01% | 606 |
|