Hillsdale Investment Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-230
| Closed | -$4.98K | – | 585 |
|
2023
Q3 | $4.98K | Buy |
230
+90
| +64% | +$1.95K | ﹤0.01% | 518 |
|
2023
Q2 | $3.3K | Buy |
+140
| New | +$3.3K | ﹤0.01% | 506 |
|
2019
Q4 | – | Sell |
-35,500
| Closed | -$813K | – | 605 |
|
2019
Q3 | $813K | Sell |
35,500
-10,800
| -23% | -$247K | 0.07% | 250 |
|
2019
Q2 | $928K | Buy |
+46,300
| New | +$928K | 0.09% | 179 |
|