Wealth Enhancement Advisory Services’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.51M | Buy |
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2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $848K | Buy |
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|
2024
Q4 | $676K | Buy |
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|
2024
Q3 | $727K | Buy |
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|
2024
Q2 | $552K | Buy |
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|
2024
Q1 | $402K | Sell |
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|
2023
Q4 | $460K | Buy |
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|
2023
Q3 | $382K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $944K | Buy |
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|
2017
Q3 | $899K | Buy |
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