Wealthcare Advisory Partners’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,724
| Closed | -$201K | – | 833 |
|
|
2024
Q1 | $201K | Buy |
4,724
+143
| +3% | +$6.07K | 0.01% | 770 |
|
|
2023
Q4 | $222K | Buy |
+4,581
| New | +$222K | 0.01% | 691 |
|
|
2023
Q3 | – | Sell |
-7,405
| Closed | -$347K | – | 710 |
|
|
2023
Q2 | $347K | Buy |
7,405
+108
| +1% | +$5.05K | 0.02% | 529 |
|
|
2023
Q1 | $278K | Sell |
7,297
-596
| -8% | -$22.7K | 0.01% | 598 |
|
|
2022
Q4 | $298K | Buy |
7,893
+299
| +4% | +$11.3K | 0.01% | 544 |
|
|
2022
Q3 | $272K | Buy |
7,594
+72
| +1% | +$2.58K | 0.02% | 505 |
|
|
2022
Q2 | $353K | Sell |
7,522
-104
| -1% | -$4.88K | 0.02% | 390 |
|
|
2022
Q1 | $417K | Buy |
7,626
+1,945
| +34% | +$106K | 0.03% | 340 |
|
|
2021
Q4 | $270K | Buy |
+5,681
| New | +$270K | 0.02% | 469 |
|
|
2020
Q2 | – | Sell |
-69
| Closed | -$2K | – | 618 |
|
|
2020
Q1 | $2K | Buy |
69
+40
| +138% | +$1.16K | ﹤0.01% | 1281 |
|
|
2019
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 1253 |
|
|
2019
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 1208 |
|
|
2019
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 1180 |
|
|
2019
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 1088 |
|
|
2018
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 1072 |
|
|
2018
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 1114 |
|
|
2018
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 1113 |
|