Orion Portfolio Solutions’s Essential Properties Realty Trust EPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $323K | Sell |
9,910
-317
| -3% | -$10.3K | ﹤0.01% | 1593 |
|
|
2024
Q4 | $320K | Sell |
10,227
-910
| -8% | -$28.5K | ﹤0.01% | 1530 |
|
|
2024
Q3 | $380K | Buy |
+11,137
| New | +$380K | ﹤0.01% | 1432 |
|
|
2023
Q4 | – | Sell |
-13,689
| Closed | -$296K | – | 1681 |
|
|
2023
Q3 | $296K | Sell |
13,689
-957
| -7% | -$20.7K | ﹤0.01% | 1387 |
|
|
2023
Q2 | $345K | Sell |
14,646
-1,425
| -9% | -$33.5K | ﹤0.01% | 1357 |
|
|
2023
Q1 | $399K | Buy |
+16,071
| New | +$399K | ﹤0.01% | 1224 |
|