AWM
Avior Wealth Management’s Essential Properties Realty Trust EPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-366
| Closed | -$9.76K | – | 2715 |
|
|
2024
Q1 | $9.76K | Buy |
+366
| New | +$9.76K | ﹤0.01% | 1885 |
|
|
2021
Q1 | – | Sell |
-30,310
| Closed | -$642K | – | 1043 |
|
|
2020
Q4 | $642K | Sell |
30,310
-430
| -1% | -$9.11K | 0.08% | 214 |
|
|
2020
Q3 | $563K | Buy |
30,740
+10,350
| +51% | +$190K | 0.08% | 212 |
|
|
2020
Q2 | $302K | Buy |
+20,390
| New | +$302K | 0.05% | 329 |
|