West Family Investments’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,400
| Closed | -$355K | – | 88 |
|
|
2017
Q2 | $355K | Buy |
+4,400
| New | +$355K | 0.08% | 81 |
|
|
2016
Q3 | – | Sell |
-4,400
| Closed | -$355K | – | 100 |
|
|
2016
Q2 | $355K | Hold |
4,400
| – | – | 0.06% | 92 |
|
|
2016
Q1 | $293K | Hold |
4,400
| – | – | 0.05% | 96 |
|
|
2015
Q4 | $257K | Hold |
4,400
| – | – | 0.07% | 97 |
|
|
2015
Q3 | $227K | Hold |
4,400
| – | – | 0.05% | 95 |
|
|
2015
Q2 | $241K | Hold |
4,400
| – | – | 0.05% | 91 |
|
|
2015
Q1 | $264K | Sell |
4,400
-100
| -2% | -$6K | 0.05% | 95 |
|
|
2014
Q4 | $259K | Buy |
+4,500
| New | +$259K | 0.05% | 90 |
|