EverSource Wealth Advisors’s Essential Properties Realty Trust EPRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$48.9K	Buy	1,612 +713	+79%	+$22.6K	﹤0.01%	1904
2025 Q4	$26.7K	Buy	899 +405	+82%	+$12.3K	﹤0.01%	2193
2025 Q3	$14.7K	Sell	494 -126	-20%	-$3.86K	﹤0.01%	2579
2025 Q2	$19.8K	Sell	620 -17	-3%	-$543	﹤0.01%	2296
2025 Q1	$20.8K	Buy	637 +72	+13%	+$2.29K	﹤0.01%	1669
2024 Q4	$17.7K	Sell	565 -98	-15%	-$3.21K	﹤0.01%	1692
2024 Q3	$22.6K	Sell	663 -603	-48%	-$18.6K	﹤0.01%	1428
2024 Q2	$37.5K	Sell	1,266 -438	-26%	-$11.7K	﹤0.01%	1232
2024 Q1	$44.9K	Sell	1,704 -457	-21%	-$11.5K	﹤0.01%	1023
2023 Q4	$55.2K	Sell	2,161 -264	-11%	-$6.12K	0.01%	859
2023 Q3	$52.5K	Sell	2,425 -1,058	-30%	-$25.2K	0.01%	785
2023 Q2	$82K	Sell	3,483 -335	-9%	-$8.15K	0.01%	651
2023 Q1	$94.9K	Buy	3,818 +489	+15%	+$12.1K	0.01%	556
2022 Q4	$78.1K	Sell	3,329 -1,725	-34%	-$37.6K	0.01%	593
2022 Q3	$98K	Buy	5,054 +763	+18%	+$17.4K	0.02%	436
2022 Q2	$92K	Buy	+4,291	New	+$99.8K	0.02%	393