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 |
|