WFG Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $505K | Buy |
7,026
+2,178
| +45% | +$157K | 0.11% | 201 |
|
|
2017
Q1 | $357K | Sell |
4,848
-278
| -5% | -$20.5K | 0.1% | 227 |
|
|
2016
Q4 | $368K | Buy |
5,126
+2,120
| +71% | +$152K | 0.09% | 243 |
|
|
2016
Q3 | $237K | Buy |
+3,006
| New | +$237K | 0.06% | 325 |
|
|
2015
Q2 | – | Sell |
-49
| Closed | -$3K | – | 1689 |
|
|
2015
Q1 | $3K | Sell |
49
-149
| -75% | -$9.12K | ﹤0.01% | 1451 |
|
|
2014
Q4 | $11K | Buy |
198
+1
| +0.5% | +$56 | ﹤0.01% | 1404 |
|
|
2014
Q3 | $10K | Buy |
197
+47
| +31% | +$2.39K | ﹤0.01% | 1478 |
|
|
2014
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 1536 |
|
|
2014
Q1 | $8K | Sell |
150
-400
| -73% | -$21.3K | ﹤0.01% | 1502 |
|
|
2013
Q4 | $27K | Hold |
550
| – | – | ﹤0.01% | 1218 |
|
|
2013
Q3 | $27K | Buy |
550
+400
| +267% | +$19.6K | ﹤0.01% | 1148 |
|
|
2013
Q2 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 1527 |
|