IFP Advisors’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 |
-270
| Closed | -$8.81K | – | 2619 |
|
|
2025
Q1 | $8.81K | Hold |
270
| – | – | ﹤0.01% | 2621 |
|
|
2024
Q4 | $8.45K | Hold |
270
| – | – | ﹤0.01% | 2592 |
|
|
2024
Q3 | $9.22K | Buy |
+270
| New | +$9.22K | ﹤0.01% | 2457 |
|
|
2023
Q4 | – | Sell |
-12
| Closed | -$260 | – | 3131 |
|
|
2023
Q3 | $260 | Hold |
12
| – | – | ﹤0.01% | 3167 |
|
|
2023
Q2 | $282 | Hold |
12
| – | – | ﹤0.01% | 3277 |
|
|
2023
Q1 | $164 | Sell |
12
-828
| -99% | -$11.3K | ﹤0.01% | 3285 |
|
|
2022
Q4 | $12K | Buy |
840
+12
| +1% | +$171 | ﹤0.01% | 3256 |
|
|
2022
Q3 | $11K | Buy |
+828
| New | +$11K | ﹤0.01% | 3568 |
|