WFG Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $505K | Buy |
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|
2017
Q1 | $357K | Sell |
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|
2016
Q4 | $368K | Buy |
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|
2016
Q3 | $237K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $3K | Sell |
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|
2014
Q4 | $11K | Buy |
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|
2014
Q3 | $10K | Buy |
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|
2014
Q2 | $8K | Hold |
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|
2014
Q1 | $8K | Sell |
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|
2013
Q4 | $27K | Hold |
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|
2013
Q3 | $27K | Buy |
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|
2013
Q2 | $8K | Buy |
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