Napa Wealth 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
2024 Q4	–	Sell	-9,745	Closed	-$333K	–	186
2024 Q3	$333K	Buy	9,745 +1,771	+22%	+$60.5K	0.16%	122
2024 Q2	$221K	Buy	+7,974	New	+$221K	0.15%	103