Selective Wealth Management’s Essential Properties Realty Trust EPRT Stock Holding History

Selective Wealth Management’s Portfolio EPRT Stock Details EPRT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$676K	Hold
2025 Q4	$663K	Hold
2025 Q3	$635K	Hold
2025 Q2	$672K	Hold
2025 Q1	$667K	Hold
2024 Q4	$673K	Buy
2024 Q3	$698K	Buy
2024 Q2	$588K	Buy
2024 Q1	$528K	Buy