Wealthfront’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-348
| Closed | -$18K | – | 507 |
|
|
2015
Q3 | $18K | Buy |
348
+165
| +90% | +$8.53K | ﹤0.01% | 785 |
|
|
2015
Q2 | $10K | Buy |
183
+32
| +21% | +$1.75K | ﹤0.01% | 826 |
|
|
2015
Q1 | $9K | Buy |
151
+150
| +15,000% | +$8.94K | ﹤0.01% | 654 |
|
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 762 |
|