Avion Wealth’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
$0 Hold
20
﹤0.01% 1284
2025
Q1
$0 Buy
+20
New ﹤0.01% 1114
2024
Q4
Sell
-20
Closed 1079
2024
Q3
$0 Hold
20
﹤0.01% 1097
2024
Q2
$0 Hold
20
﹤0.01% 1017
2024
Q1
$1K Buy
+20
New +$1K ﹤0.01% 917
2023
Q4
Sell
-42
Closed 1148
2023
Q3
$0 Buy
+42
New ﹤0.01% 913