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Carolinas Wealth Consulting’s Essential Properties Realty Trust EPRT Stock Holding History

Carolinas Wealth Consulting’s Portfolio EPRT Stock Details EPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-50
Closed -$1K – 907
2020
Q3 		$1K Sell
50
-2
-4% -$34 ﹤0.01% 818
2020
Q2 		$1K Buy
+52
New +$716 ﹤0.01% 562

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Carolinas Wealth Consulting's EPRT Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Essential Properties Realty Trust (EPRT) in Q4 2020, closing a stake of 50 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in EPRT in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 190 funds tracked by Wall St. Rank hold EPRT as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Essential Properties Realty Trust position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 50 Essential Properties Realty Trust shares in Q4 2020, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in Essential Properties Realty Trust in Q2 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Essential Properties Realty Trust position peaked at $1K in Q3 2020.
  • 190 funds tracked by Wall St. Rank held Essential Properties Realty Trust as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.