CIBC Private Wealth Group’s Essential Properties Realty Trust EPRT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $66.9K | Buy |
2,098
+42
| +2% | +$1.34K | ﹤0.01% | 1551 |
|
2025
Q1 | $58.5K | Buy |
2,056
+56
| +3% | +$1.59K | ﹤0.01% | 1578 |
|
2024
Q4 | $63.2K | Hold |
2,000
| – | – | ﹤0.01% | 1600 |
|
2024
Q3 | $68.3K | Hold |
2,000
| – | – | ﹤0.01% | 1657 |
|
2024
Q2 | $56.6K | Hold |
2,000
| – | – | ﹤0.01% | 1630 |
|
2024
Q1 | $52.4K | Buy |
+2,000
| New | +$52.4K | ﹤0.01% | 1660 |
|