TCI 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 Q2	–	Sell	-296	Closed	-$7.36K	–	836
2023 Q1	$7.36K	Buy	296 +135	+84%	+$3.33K	﹤0.01%	1273
2022 Q4	$3.78K	Sell	161 -847	-84%	-$18.4K	﹤0.01%	1713
2022 Q3	$20K	Buy	1,008 +20	+2%	+$456	﹤0.01%	653
2022 Q2	$21K	Buy	988 +513	+108%	+$11.9K	﹤0.01%	624
2022 Q1	$12K	Sell	475 -24	-5%	-$618	﹤0.01%	974
2021 Q4	$14K	Sell	499 -63	-11%	-$1.8K	﹤0.01%	913
2021 Q3	$16K	Buy	562 +87	+18%	+$2.59K	﹤0.01%	782
2021 Q2	$13K	Buy	475 +167	+54%	+$4.34K	﹤0.01%	786
2021 Q1	$7K	Buy	308 +147	+91%	+$3.29K	﹤0.01%	1046
2020 Q4	$3K	Hold	161	–	–	﹤0.01%	1078
2020 Q3	$3K	Hold	161	–	–	﹤0.01%	937
2020 Q2	$2K	Buy	+161	New	+$2.22K	﹤0.01%	1046