WealthPLAN Partners’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-54
| Closed | -$2.53K | – | 544 |
|
|
2023
Q2 | $2.53K | Sell |
54
-162
| -75% | -$7.58K | ﹤0.01% | 1042 |
|
|
2023
Q1 | $8.23K | Buy |
+216
| New | +$8.23K | ﹤0.01% | 911 |
|
|
2019
Q2 | – | Sell |
-3,693
| Closed | -$288K | – | 247 |
|
|
2019
Q1 | $288K | Sell |
3,693
-241
| -6% | -$18.8K | 0.05% | 207 |
|
|
2018
Q4 | $297K | Sell |
3,934
-123
| -3% | -$9.29K | 0.05% | 194 |
|
|
2018
Q3 | $285K | Sell |
4,057
-381
| -9% | -$26.8K | 0.05% | 194 |
|
|
2018
Q2 | $287K | Sell |
4,438
-789
| -15% | -$51K | 0.06% | 195 |
|
|
2018
Q1 | $289K | Buy |
5,227
+1,915
| +58% | +$106K | 0.06% | 215 |
|
|
2017
Q4 | $217K | Buy |
3,312
+162
| +5% | +$10.6K | 0.06% | 193 |
|
|
2017
Q3 | $220K | Sell |
3,150
-463
| -13% | -$32.3K | 0.06% | 171 |
|
|
2017
Q2 | $260K | Buy |
+3,613
| New | +$260K | 0.07% | 149 |
|