Asset Dedication LLC’s Essential Properties Realty Trust EPRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$27.7K	Hold	867	–	–	﹤0.01%	621
2025 Q1	$28.3K	Sell	867 -96	-10%	-$3.13K	﹤0.01%	577
2024 Q4	$30.1K	Hold	963	–	–	﹤0.01%	560
2024 Q3	$32.9K	Sell	963 -17	-2%	-$580	﹤0.01%	579
2024 Q2	$27.1K	Buy	+980	New	+$27.1K	﹤0.01%	603