Kestra Private Wealth Services’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 | $329K | Sell |
10,316
-8,747
| -46% | -$279K | ﹤0.01% | 1228 |
|
|
2025
Q1 | $622K | Sell |
19,063
-79
| -0.4% | -$2.58K | 0.01% | 860 |
|
|
2024
Q4 | $599K | Buy |
19,142
+7,034
| +58% | +$220K | 0.01% | 850 |
|
|
2024
Q3 | $417K | Buy |
12,108
+330
| +3% | +$11.4K | 0.01% | 952 |
|
|
2024
Q2 | $330K | Sell |
11,778
-51
| -0.4% | -$1.43K | 0.01% | 1003 |
|
|
2024
Q1 | $319K | Buy |
+11,829
| New | +$319K | 0.01% | 987 |
|