SWA
Sutton Wealth Advisors’s Essential Properties Realty Trust EPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,146
| Closed | -$26.9K | – | 1042 |
|
|
2022
Q4 | $26.9K | Sell |
1,146
-260
| -18% | -$6.1K | 0.01% | 582 |
|
|
2022
Q3 | $27.3K | Sell |
1,406
-35
| -2% | -$681 | 0.01% | 552 |
|
|
2022
Q2 | $31K | Sell |
1,441
-171
| -11% | -$3.68K | 0.01% | 523 |
|
|
2022
Q1 | $40.8K | Sell |
1,612
-153
| -9% | -$3.87K | 0.01% | 471 |
|
|
2021
Q4 | $50.9K | Buy |
1,765
+27
| +2% | +$778 | 0.02% | 407 |
|
|
2021
Q3 | $48.5K | Buy |
1,738
+341
| +24% | +$9.52K | 0.02% | 403 |
|
|
2021
Q2 | $37.8K | Hold |
1,397
| – | – | 0.01% | 488 |
|
|
2021
Q1 | $31.9K | Buy |
1,397
+270
| +24% | +$6.16K | 0.01% | 530 |
|
|
2020
Q4 | $23.9K | Buy |
1,127
+110
| +11% | +$2.33K | 0.01% | 559 |
|
|
2020
Q3 | $18.6K | Buy |
1,017
+47
| +5% | +$861 | 0.01% | 566 |
|
|
2020
Q2 | $14.4K | Sell |
970
-283
| -23% | -$4.2K | 0.01% | 619 |
|
|
2020
Q1 | $16.4K | Buy |
+1,253
| New | +$16.4K | 0.01% | 527 |
|