Bell Investment Advisors’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 | $18.3K | Sell |
572
-125
| -18% | -$3.99K | ﹤0.01% | 452 |
|
|
2025
Q1 | $22.8K | Buy |
697
+125
| +22% | +$4.08K | ﹤0.01% | 353 |
|
|
2024
Q4 | $17.9K | Sell |
572
-27
| -5% | -$845 | ﹤0.01% | 421 |
|
|
2024
Q3 | $20.5K | Sell |
599
-23
| -4% | -$785 | ﹤0.01% | 396 |
|
|
2024
Q2 | $17.2K | Buy |
622
+38
| +7% | +$1.05K | ﹤0.01% | 430 |
|
|
2024
Q1 | $15.6K | Buy |
584
+38
| +7% | +$1.01K | ﹤0.01% | 437 |
|
|
2023
Q4 | $14K | Buy |
546
+261
| +92% | +$6.67K | ﹤0.01% | 449 |
|
|
2023
Q3 | $6.17K | Buy |
285
+47
| +20% | +$1.02K | ﹤0.01% | 706 |
|
|
2023
Q2 | $5.6K | Sell |
238
-23
| -9% | -$541 | ﹤0.01% | 759 |
|
|
2023
Q1 | $6.49K | Sell |
261
-7
| -3% | -$174 | ﹤0.01% | 655 |
|
|
2022
Q4 | $6.29K | Buy |
268
+74
| +38% | +$1.74K | ﹤0.01% | 691 |
|
|
2022
Q3 | $4K | Sell |
194
-301
| -61% | -$6.21K | ﹤0.01% | 773 |
|
|
2022
Q2 | $11K | Buy |
+495
| New | +$11K | ﹤0.01% | 397 |
|
|
2021
Q4 | $1K | Sell |
18
-3
| -14% | -$167 | ﹤0.01% | 1420 |
|
|
2021
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1360 |
|