Vermillion & White Wealth Management Group’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 |
-5,032
| Closed | -$223K | – | 536 |
|
2024
Q4 | $223K | Buy |
+5,032
| New | +$223K | 0.16% | 60 |
|
2024
Q3 | – | Sell |
-621
| Closed | -$26K | – | 361 |
|
2024
Q2 | $26K | Buy |
+621
| New | +$26K | 0.02% | 170 |
|
2024
Q1 | – | Sell |
-512
| Closed | -$24.8K | – | 354 |
|
2023
Q4 | $24.8K | Buy |
+512
| New | +$24.8K | 0.02% | 133 |
|