Ellevest Inc’s Essential Properties Realty Trust EPRT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,383
Closed -$59.2K 748
2023
Q1
$59.2K Buy
2,383
+43
+2% +$1.07K ﹤0.01% 555
2022
Q4
$54.9K Buy
2,340
+1,498
+178% +$35.2K ﹤0.01% 582
2022
Q3
$16K Buy
842
+742
+742% +$14.1K ﹤0.01% 874
2022
Q2
$2K Sell
100
-9
-8% -$180 ﹤0.01% 1153
2022
Q1
$3K Buy
+109
New +$3K ﹤0.01% 1125
2021
Q4
Sell
-71
Closed -$2K 1482
2021
Q3
$2K Buy
+71
New +$2K ﹤0.01% 1129