AWM
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AE Wealth Management’s Essential Properties Realty Trust EPRT Stock Holding History

AE Wealth Management’s Portfolio EPRT Stock Details EPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11,992
Closed -$324K – 1630
2021
Q2 		$324K Buy
+11,992
New +$324K ﹤0.01% 1310