SWM
Selective 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 | $672K | Hold |
21,709
| – | – | 0.25% | 44 |
|
|
2025
Q1 | $667K | Hold |
21,709
| – | – | 0.29% | 46 |
|
|
2024
Q4 | $673K | Buy |
21,709
+395
| +2% | +$12.2K | 0.27% | 48 |
|
|
2024
Q3 | $698K | Buy |
21,314
+208
| +1% | +$6.81K | 0.29% | 47 |
|
|
2024
Q2 | $588K | Buy |
21,106
+233
| +1% | +$6.49K | 0.26% | 54 |
|
|
2024
Q1 | $528K | Buy |
+20,873
| New | +$528K | 0.23% | 59 |
|