Worth Venture Partners’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,550
| Closed | -$317K | – | 51 |
|
|
2024
Q2 | $317K | Buy |
7,550
+200
| +3% | +$8.4K | 2.35% | 11 |
|
|
2024
Q1 | $312K | Buy |
7,350
+1,900
| +35% | +$80.7K | 2.08% | 16 |
|
|
2023
Q4 | $264K | Sell |
5,450
-900
| -14% | -$43.6K | 0.14% | 85 |
|
|
2023
Q3 | $264K | Buy |
+6,350
| New | +$264K | 0.16% | 102 |
|