Clearstead 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
2025 Q2	$6.64K	Buy	+208	New	+$6.64K	﹤0.01%	2017
2024 Q2	–	Sell	-173	Closed	-$4.72K	–	2042
2024 Q1	$4.72K	Hold	173	–	–	﹤0.01%	1185
2023 Q4	$4.42K	Sell	173 -15	-8%	-$383	﹤0.01%	1177
2023 Q3	$4.07K	Buy	+188	New	+$4.07K	﹤0.01%	1279