Steward Partners Investment Advisory’s Essential Properties Realty Trust EPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2K | Buy |
509
+490
| +2,579% | +$15.6K | ﹤0.01% | 3003 |
|
|
2025
Q1 | $620 | Buy |
+19
| New | +$620 | ﹤0.01% | 3835 |
|
|
2024
Q2 | – | Sell |
-234
| Closed | -$6.24K | – | 3642 |
|
|
2024
Q1 | $6.24K | Buy |
+234
| New | +$6.24K | ﹤0.01% | 2976 |
|
|
2020
Q4 | – | Sell |
-78
| Closed | -$1K | – | 2914 |
|
|
2020
Q3 | $1K | Buy |
+78
| New | +$1K | ﹤0.01% | 2651 |
|
|
2019
Q4 | – | Sell |
-150
| Closed | -$3K | – | 2623 |
|
|
2019
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 2344 |
|
|
2019
Q2 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 2343 |
|