B. Metzler seel. Sohn & Co’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
2024 Q1	–	Sell	-15,680	Closed	-$401K	–	761
2023 Q4	$401K	Hold	15,680	–	–	0.01%	634
2023 Q3	$339K	Buy	15,680 +620	+4%	+$13.4K	0.01%	627
2023 Q2	$355K	Buy	+15,060	New	+$355K	﹤0.01%	622