WA
Wealthstar Advisors’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,133
| Closed | -$218K | – | 57 |
|
|
2024
Q1 | $218K | Sell |
5,133
-22
| -0.4% | -$934 | 0.08% | 120 |
|
|
2023
Q4 | $250K | Sell |
5,155
-7
| -0.1% | -$339 | 0.04% | 113 |
|
|
2023
Q3 | $214K | Sell |
5,162
-91
| -2% | -$3.78K | 0.08% | 106 |
|
|
2023
Q2 | $246K | Buy |
+5,253
| New | +$246K | 0.1% | 70 |
|
|
2022
Q3 | – | Sell |
-5,232
| Closed | -$247K | – | 95 |
|
|
2022
Q2 | $247K | Buy |
5,232
+4
| +0.1% | +$189 | 0.1% | 79 |
|
|
2022
Q1 | $288K | Buy |
5,228
+4
| +0.1% | +$220 | 0.11% | 80 |
|
|
2021
Q4 | $247K | Buy |
5,224
+4
| +0.1% | +$189 | 0.08% | 72 |
|
|
2021
Q3 | $259K | Buy |
5,220
+2
| +0% | +$99 | 0.08% | 73 |
|
|
2021
Q2 | $276K | Buy |
+5,218
| New | +$276K | 0.09% | 81 |
|
|
2020
Q1 | – | Sell |
-6,504
| Closed | -$456K | – | 73 |
|
|
2019
Q4 | $456K | Buy |
6,504
+3
| +0% | +$210 | 0.28% | 28 |
|
|
2019
Q3 | $500K | Buy |
6,501
+4
| +0.1% | +$308 | 0.28% | 26 |
|
|
2019
Q2 | $483K | Sell |
6,497
-137
| -2% | -$10.2K | 0.28% | 26 |
|
|
2019
Q1 | $511K | Sell |
6,634
-377
| -5% | -$29K | 0.31% | 23 |
|
|
2018
Q4 | $454K | Sell |
7,011
-281
| -4% | -$18.2K | 0.34% | 23 |
|
|
2018
Q3 | $501K | Buy |
7,292
+3
| +0% | +$206 | 0.29% | 28 |
|
|
2018
Q2 | $501K | Sell |
7,289
-545
| -7% | -$37.5K | 0.15% | 26 |
|
|
2018
Q1 | $434K | Buy |
+7,834
| New | +$434K | 0.13% | 25 |
|