Clearstead Advisors’s Essential Properties Realty Trust EPRT Stock Holding History

Clearstead Advisors’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
2025 Q2	$6.64K	Buy
2024 Q2	–	Sell
2024 Q1	$4.71K	Hold
2023 Q4	$4.42K	Sell
2023 Q3	$4.07K	Buy