Wealth Enhancement Advisory Services’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
26,269
+10,160
| +63% | +$605K | ﹤0.01% | 1489 |
|
|
2025
Q1 | $848K | Buy |
16,109
+838
| +5% | +$44.1K | ﹤0.01% | 1687 |
|
|
2024
Q4 | $676K | Buy |
15,271
+450
| +3% | +$19.9K | ﹤0.01% | 1766 |
|
|
2024
Q3 | $727K | Buy |
14,821
+1,668
| +13% | +$81.8K | ﹤0.01% | 1574 |
|
|
2024
Q2 | $552K | Buy |
13,153
+3,692
| +39% | +$155K | ﹤0.01% | 1590 |
|
|
2024
Q1 | $402K | Sell |
9,461
-25
| -0.3% | -$1.06K | ﹤0.01% | 1717 |
|
|
2023
Q4 | $460K | Buy |
9,486
+283
| +3% | +$13.7K | ﹤0.01% | 1552 |
|
|
2023
Q3 | $382K | Buy |
+9,203
| New | +$382K | ﹤0.01% | 1588 |
|
|
2018
Q1 | – | Sell |
-15,829
| Closed | -$944K | – | 155 |
|
|
2017
Q4 | $944K | Buy |
15,829
+3,027
| +24% | +$181K | 0.07% | 116 |
|
|
2017
Q3 | $899K | Buy |
+12,802
| New | +$899K | 0.07% | 116 |
|