Commonwealth Equity Services’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 | $523K | Buy |
16,382
+1,240
| +8% | +$39.6K | ﹤0.01% | 3101 |
|
|
2025
Q1 | $494K | Buy |
15,142
+5,102
| +51% | +$166K | ﹤0.01% | 3031 |
|
|
2024
Q4 | $314K | Sell |
10,040
-4,089
| -29% | -$128K | ﹤0.01% | 3360 |
|
|
2024
Q3 | $483K | Buy |
14,129
+3,729
| +36% | +$127K | ﹤0.01% | 2918 |
|
|
2024
Q2 | $288K | Sell |
10,400
-396
| -4% | -$11K | ﹤0.01% | 3329 |
|
|
2024
Q1 | $288K | Sell |
10,796
-843
| -7% | -$22.5K | ﹤0.01% | 3315 |
|
|
2023
Q4 | $298K | Buy |
11,639
+361
| +3% | +$9.24K | ﹤0.01% | 3178 |
|
|
2023
Q3 | $244K | Sell |
11,278
-860
| -7% | -$18.6K | ﹤0.01% | 3208 |
|
|
2023
Q2 | $286K | Buy |
12,138
+1,059
| +10% | +$25K | ﹤0.01% | 3089 |
|
|
2023
Q1 | $275 | Buy |
+11,079
| New | +$275 | ﹤0.01% | 3036 |
|