WR Wealth Planners’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.83K | Buy |
86
+25
| +41% | +$1.11K | ﹤0.01% | 746 |
|
|
2024
Q3 | $2.97K | Buy |
61
+2
| +3% | +$97 | ﹤0.01% | 825 |
|
|
2024
Q2 | $2.5K | Buy |
59
+1
| +2% | +$42 | ﹤0.01% | 840 |
|
|
2024
Q1 | $2.47K | Buy |
+58
| New | +$2.47K | ﹤0.01% | 838 |
|
|
2022
Q2 | – | Sell |
-318
| Closed | -$17.4K | – | 529 |
|
|
2022
Q1 | $17.4K | Buy |
+318
| New | +$17.4K | 0.01% | 242 |
|