Creative Planning’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 | $528K | Buy |
16,531
+4,589
| +38% | +$146K | ﹤0.01% | 2424 |
|
|
2025
Q1 | $390K | Sell |
11,942
-1,245
| -9% | -$40.6K | ﹤0.01% | 2516 |
|
|
2024
Q4 | $412K | Sell |
13,187
-263
| -2% | -$8.23K | ﹤0.01% | 2397 |
|
|
2024
Q3 | $459K | Buy |
13,450
+558
| +4% | +$19.1K | ﹤0.01% | 2181 |
|
|
2024
Q2 | $357K | Buy |
12,892
+2,127
| +20% | +$58.9K | ﹤0.01% | 2207 |
|
|
2024
Q1 | $287K | Sell |
10,765
-147
| -1% | -$3.92K | ﹤0.01% | 2277 |
|
|
2023
Q4 | $279K | Buy |
+10,912
| New | +$279K | ﹤0.01% | 2138 |
|