NWM
Nicola 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
Q1 | – | Sell |
-39,417
| Closed | -$1.77M | – | 117 |
|
|
2024
Q4 | $1.77M | Sell |
39,417
-1,644
| -4% | -$73.9K | 0.17% | 89 |
|
|
2024
Q3 | $1.9M | Buy |
41,061
+3,100
| +8% | +$143K | 0.15% | 92 |
|
|
2024
Q2 | $1.44M | Sell |
37,961
-13,200
| -26% | -$500K | 0.13% | 98 |
|
|
2024
Q1 | $1.85M | Buy |
51,161
+20,200
| +65% | +$729K | 0.18% | 88 |
|
|
2023
Q4 | $1.05M | Sell |
30,961
-30,700
| -50% | -$1.04M | 0.11% | 108 |
|
|
2023
Q3 | $1.8M | Sell |
61,661
-7,100
| -10% | -$208K | 0.19% | 96 |
|
|
2023
Q2 | $1.62M | Sell |
68,761
-11,932
| -15% | -$281K | 0.16% | 91 |
|
|
2023
Q1 | $2.01M | Buy |
80,693
+1,400
| +2% | +$34.8K | 0.2% | 90 |
|
|
2022
Q4 | $1.86M | Buy |
79,293
+10,900
| +16% | +$255K | 0.19% | 101 |
|
|
2022
Q3 | $1.33M | Sell |
68,393
-1,007
| -1% | -$19.6K | 0.15% | 104 |
|
|
2022
Q2 | $1.49M | Buy |
+69,400
| New | +$1.49M | 0.14% | 105 |
|