Northwestern Mutual 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 | $10.8K | Sell |
340
-116
| -25% | -$3.7K | ﹤0.01% | 2776 |
|
2025
Q1 | $14.9K | Hold |
456
| – | – | ﹤0.01% | 2610 |
|
2024
Q4 | $14.3K | Buy |
456
+116
| +34% | +$3.63K | ﹤0.01% | 2619 |
|
2024
Q3 | $11.6K | Buy |
+340
| New | +$11.6K | ﹤0.01% | 2634 |
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$23.5K | – | 3426 |
|
2022
Q4 | $23.5K | Buy |
+1,000
| New | +$23.5K | ﹤0.01% | 2197 |
|
2021
Q4 | – | Sell |
-23
| Closed | -$1K | – | 3194 |
|
2021
Q3 | $1K | Sell |
23
-7
| -23% | -$304 | ﹤0.01% | 2916 |
|
2021
Q2 | $1K | Sell |
30
-8
| -21% | -$267 | ﹤0.01% | 2878 |
|
2021
Q1 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 2673 |
|
2020
Q4 | – | Sell |
-70
| Closed | -$1K | – | 2735 |
|
2020
Q3 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 2437 |
|