SWS
EPRT icon

SYSTM Wealth Solutions’s Essential Properties Realty Trust EPRT Stock Holding History

SYSTM Wealth Solutions’s Portfolio EPRT Stock Details EPRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-381
Closed -$10.6K – 269
2024
Q2 		$10.6K Sell
381
-58
-13% -$1.62K ﹤0.01% 472
2024
Q1 		$11.8K Buy
439
+56
+15% +$1.5K ﹤0.01% 761
2023
Q4 		$9.87K Buy
+383
New +$9.87K ﹤0.01% 828