Heritage 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 | $49.5K | Hold |
1,550
| – | – | ﹤0.01% | 296 |
|
|
2025
Q1 | $50.6K | Hold |
1,550
| – | – | ﹤0.01% | 302 |
|
|
2024
Q4 | $48.5K | Hold |
1,550
| – | – | ﹤0.01% | 310 |
|
|
2024
Q3 | $52.9K | Hold |
1,550
| – | – | ﹤0.01% | 323 |
|
|
2024
Q2 | $43K | Hold |
1,550
| – | – | ﹤0.01% | 323 |
|
|
2024
Q1 | $41.3K | Buy |
1,550
+350
| +29% | +$9.33K | ﹤0.01% | 341 |
|
|
2023
Q4 | $30.7K | Buy |
1,200
+500
| +71% | +$12.8K | ﹤0.01% | 378 |
|
|
2023
Q3 | $15.1K | Buy |
+700
| New | +$15.1K | ﹤0.01% | 398 |
|