Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $15K | Hold |
556
| – | – | ﹤0.01% | 1064 |
|
|
2021
Q2 | $15K | Hold |
556
| – | – | ﹤0.01% | 1001 |
|
|
2021
Q1 | $12K | Buy |
556
+21
| +4% | +$453 | ﹤0.01% | 956 |
|
|
2020
Q4 | $11K | Buy |
+535
| New | +$11K | ﹤0.01% | 878 |
|
|
2020
Q2 | – | Sell |
-218
| Closed | -$2K | – | 1667 |
|
|
2020
Q1 | $2K | Buy |
218
+86
| +65% | +$789 | ﹤0.01% | 1117 |
|
|
2019
Q4 | $3K | Buy |
132
+98
| +288% | +$2.23K | ﹤0.01% | 1089 |
|
|
2019
Q3 | $0 | Buy |
+34
| New | – | ﹤0.01% | 1475 |
|