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

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-506
Closed -$16.5K 2427
2025
Q1
$16.5K Hold
506
﹤0.01% 1677
2024
Q4
$15.8K Buy
+506
New +$15.8K ﹤0.01% 1697
2024
Q3
Sell
-506
Closed -$14K 2196
2024
Q2
$14K Buy
506
+6
+1% +$166 ﹤0.01% 1542
2024
Q1
$13.3K Hold
500
﹤0.01% 1630
2023
Q4
$12.5K Buy
+500
New +$12.5K ﹤0.01% 1684