CWP
Concord Wealth Partners’s Essential Properties Realty Trust EPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-141
| Closed | -$3.05K | – | 881 |
|
|
2023
Q3 | $3.05K | Hold |
141
| – | – | ﹤0.01% | 802 |
|
|
2023
Q2 | $3.32K | Buy |
+141
| New | +$3.32K | ﹤0.01% | 792 |
|
|
2023
Q1 | – | Sell |
-181
| Closed | -$4.25K | – | 1058 |
|
|
2022
Q4 | $4.25K | Buy |
+181
| New | +$4.25K | ﹤0.01% | 801 |
|
|
2022
Q3 | – | Sell |
-141
| Closed | -$3K | – | 445 |
|
|
2022
Q2 | $3K | Buy |
+141
| New | +$3K | ﹤0.01% | 930 |
|