TCI 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
Q2 | – | Sell |
-296
| Closed | -$7.36K | – | 836 |
|
|
2023
Q1 | $7.36K | Buy |
296
+135
| +84% | +$3.36K | ﹤0.01% | 1273 |
|
|
2022
Q4 | $3.78K | Sell |
161
-847
| -84% | -$19.9K | ﹤0.01% | 1713 |
|
|
2022
Q3 | $20K | Buy |
1,008
+20
| +2% | +$397 | ﹤0.01% | 653 |
|
|
2022
Q2 | $21K | Buy |
988
+513
| +108% | +$10.9K | ﹤0.01% | 623 |
|
|
2022
Q1 | $12K | Sell |
475
-24
| -5% | -$606 | ﹤0.01% | 974 |
|
|
2021
Q4 | $14K | Sell |
499
-63
| -11% | -$1.77K | ﹤0.01% | 913 |
|
|
2021
Q3 | $16K | Buy |
562
+87
| +18% | +$2.48K | ﹤0.01% | 767 |
|
|
2021
Q2 | $13K | Buy |
475
+167
| +54% | +$4.57K | ﹤0.01% | 768 |
|
|
2021
Q1 | $7K | Buy |
308
+147
| +91% | +$3.34K | ﹤0.01% | 1028 |
|
|
2020
Q4 | $3K | Hold |
161
| – | – | ﹤0.01% | 1054 |
|
|
2020
Q3 | $3K | Hold |
161
| – | – | ﹤0.01% | 920 |
|
|
2020
Q2 | $2K | Buy |
+161
| New | +$2K | ﹤0.01% | 1034 |
|