HWM
Hohimer Wealth Management’s Essential Properties Realty Trust EPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,306
| Closed | -$206K | – | 275 |
|
|
2025
Q1 | $206K | Buy |
+6,306
| New | +$206K | 0.04% | 238 |
|
|
2024
Q3 | – | Sell |
-12,531
| Closed | -$347K | – | 238 |
|
|
2024
Q2 | $347K | Sell |
12,531
-201
| -2% | -$5.57K | 0.08% | 174 |
|
|
2024
Q1 | $339K | Buy |
+12,732
| New | +$339K | 0.08% | 187 |
|