EverSource Wealth 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 | $19.8K | Sell |
620
-17
| -3% | -$542 | ﹤0.01% | 2288 |
|
|
2025
Q1 | $20.8K | Buy |
637
+72
| +13% | +$2.35K | ﹤0.01% | 1667 |
|
|
2024
Q4 | $17.7K | Sell |
565
-98
| -15% | -$3.07K | ﹤0.01% | 1692 |
|
|
2024
Q3 | $22.6K | Sell |
663
-603
| -48% | -$20.6K | ﹤0.01% | 1428 |
|
|
2024
Q2 | $37.5K | Sell |
1,266
-438
| -26% | -$13K | ﹤0.01% | 1232 |
|
|
2024
Q1 | $44.9K | Sell |
1,704
-457
| -21% | -$12K | ﹤0.01% | 1023 |
|
|
2023
Q4 | $55.2K | Sell |
2,161
-264
| -11% | -$6.75K | 0.01% | 859 |
|
|
2023
Q3 | $52.5K | Sell |
2,425
-1,058
| -30% | -$22.9K | 0.01% | 785 |
|
|
2023
Q2 | $82K | Sell |
3,483
-335
| -9% | -$7.89K | 0.01% | 651 |
|
|
2023
Q1 | $94.9K | Buy |
3,818
+489
| +15% | +$12.2K | 0.01% | 556 |
|
|
2022
Q4 | $78.1K | Sell |
3,329
-1,725
| -34% | -$40.5K | 0.01% | 593 |
|
|
2022
Q3 | $98K | Buy |
5,054
+763
| +18% | +$14.8K | 0.02% | 436 |
|
|
2022
Q2 | $92K | Buy |
+4,291
| New | +$92K | 0.02% | 393 |
|