WEC
Winslow Evans & Crocker’s EPR Properties EPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,933
| Closed | -$64K | – | 1109 |
|
|
2020
Q2 | $64K | Sell |
1,933
-893
| -32% | -$29.6K | 0.02% | 425 |
|
|
2020
Q1 | $70K | Hold |
2,826
| – | – | 0.02% | 379 |
|
|
2019
Q4 | $200K | Hold |
2,826
| – | – | 0.05% | 289 |
|
|
2019
Q3 | $218K | Hold |
2,826
| – | – | 0.06% | 277 |
|
|
2019
Q2 | $212K | Sell |
2,826
-258
| -8% | -$19.4K | 0.06% | 283 |
|
|
2019
Q1 | $238K | Sell |
3,084
-84
| -3% | -$6.48K | 0.07% | 269 |
|
|
2018
Q4 | $204K | Hold |
3,168
| – | – | 0.07% | 262 |
|
|
2018
Q3 | $218K | Sell |
3,168
-296
| -9% | -$20.4K | 0.07% | 254 |
|
|
2018
Q2 | $226K | Hold |
3,464
| – | – | 0.07% | 237 |
|
|
2018
Q1 | $192K | Sell |
3,464
-258
| -7% | -$14.3K | 0.06% | 256 |
|
|
2017
Q4 | $244K | Sell |
3,722
-360
| -9% | -$23.6K | 0.08% | 231 |
|
|
2017
Q3 | $285K | Sell |
4,082
-394
| -9% | -$27.5K | 0.09% | 206 |
|
|
2017
Q2 | $322K | Sell |
4,476
-432
| -9% | -$31K | 0.09% | 238 |
|
|
2017
Q1 | $361K | Sell |
4,908
-450
| -8% | -$33.1K | 0.11% | 187 |
|
|
2016
Q4 | $384K | Hold |
5,358
| – | – | 0.12% | 172 |
|
|
2016
Q3 | $422K | Hold |
5,358
| – | – | 0.12% | 179 |
|
|
2016
Q2 | $432K | Sell |
5,358
-616
| -10% | -$49.7K | 0.13% | 165 |
|
|
2016
Q1 | $398K | Sell |
5,974
-1,002
| -14% | -$66.8K | 0.12% | 167 |
|
|
2015
Q4 | $408K | Buy |
6,976
+528
| +8% | +$30.9K | 0.12% | 190 |
|
|
2015
Q3 | $333K | Buy |
6,448
+1,996
| +45% | +$103K | 0.1% | 202 |
|
|
2015
Q2 | $244K | Sell |
4,452
-322
| -7% | -$17.6K | 0.07% | 268 |
|
|
2015
Q1 | $287K | Sell |
4,774
-6,430
| -57% | -$386K | 0.08% | 249 |
|
|
2014
Q4 | $646K | Sell |
11,204
-102
| -0.9% | -$5.88K | 0.18% | 122 |
|
|
2014
Q3 | $573K | Buy |
11,306
+51
| +0.5% | +$2.58K | 0.16% | 143 |
|
|
2014
Q2 | $629K | Sell |
11,255
-456
| -4% | -$25.5K | 0.21% | 120 |
|
|
2014
Q1 | $625K | Sell |
11,711
-310
| -3% | -$16.6K | 0.22% | 111 |
|
|
2013
Q4 | $591K | Buy |
+12,021
| New | +$591K | 0.2% | 123 |
|