Sutton Wealth Advisors’s Essential Properties Realty Trust EPRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,146	Closed	-$26.9K	–	1042
2022 Q4	$26.9K	Sell	1,146 -260	-18%	-$5.66K	0.01%	582
2022 Q3	$27.3K	Sell	1,406 -35	-2%	-$797	0.01%	552
2022 Q2	$31K	Sell	1,441 -171	-11%	-$3.98K	0.01%	523
2022 Q1	$40.8K	Sell	1,612 -153	-9%	-$3.94K	0.01%	471
2021 Q4	$50.9K	Buy	1,765 +27	+2%	+$772	0.02%	407
2021 Q3	$48.5K	Buy	1,738 +341	+24%	+$10.1K	0.02%	403
2021 Q2	$37.8K	Hold	1,397	–	–	0.01%	488
2021 Q1	$31.9K	Buy	1,397 +270	+24%	+$6.04K	0.01%	530
2020 Q4	$23.9K	Buy	1,127 +110	+11%	+$2.15K	0.01%	559
2020 Q3	$18.6K	Buy	1,017 +47	+5%	+$796	0.01%	566
2020 Q2	$14.4K	Sell	970 -283	-23%	-$3.9K	0.01%	619
2020 Q1	$16.4K	Buy	+1,253	New	+$29K	0.01%	527