Carson Wealth (CWM LLC)’s Essential Properties Realty Trust EPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44K | Buy |
1,385
+221
| +19% | +$7.02K | ﹤0.01% | 3376 |
|
|
2025
Q1 | $38K | Buy |
1,164
+25
| +2% | +$816 | ﹤0.01% | 3197 |
|
|
2024
Q4 | $36K | Buy |
1,139
+34
| +3% | +$1.08K | ﹤0.01% | 3019 |
|
|
2024
Q3 | $38K | Sell |
1,105
-139
| -11% | -$4.78K | ﹤0.01% | 2899 |
|
|
2024
Q2 | $34K | Buy |
1,244
+686
| +123% | +$18.7K | ﹤0.01% | 2746 |
|
|
2024
Q1 | $15K | Sell |
558
-141
| -20% | -$3.79K | ﹤0.01% | 3080 |
|
|
2023
Q4 | $18K | Sell |
699
-170
| -20% | -$4.38K | ﹤0.01% | 2826 |
|
|
2023
Q3 | $19K | Sell |
869
-8
| -0.9% | -$175 | ﹤0.01% | 2707 |
|
|
2023
Q2 | $21K | Buy |
877
+303
| +53% | +$7.26K | ﹤0.01% | 2593 |
|
|
2023
Q1 | $14K | Buy |
574
+6
| +1% | +$146 | ﹤0.01% | 2731 |
|
|
2022
Q4 | $13K | Sell |
568
-275
| -33% | -$6.29K | ﹤0.01% | 2642 |
|
|
2022
Q3 | $16K | Buy |
843
+498
| +144% | +$9.45K | ﹤0.01% | 2369 |
|
|
2022
Q2 | $7K | Sell |
345
-147
| -30% | -$2.98K | ﹤0.01% | 2789 |
|
|
2022
Q1 | $12K | Buy |
492
+39
| +9% | +$951 | ﹤0.01% | 2363 |
|
|
2021
Q4 | $13K | Buy |
+453
| New | +$13K | ﹤0.01% | 2194 |
|