TD Private Client Wealth’s Essential Properties Realty Trust EPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8K | Buy |
+778
| New | +$24.8K | ﹤0.01% | 954 |
|
|
2025
Q1 | – | Sell |
-730
| Closed | -$22.8K | – | 1437 |
|
|
2024
Q4 | $22.8K | Hold |
730
| – | – | ﹤0.01% | 957 |
|
|
2024
Q3 | $24.9K | Hold |
730
| – | – | ﹤0.01% | 939 |
|
|
2024
Q2 | $20.2K | Buy |
730
+296
| +68% | +$8.2K | ﹤0.01% | 950 |
|
|
2024
Q1 | $11.6K | Sell |
434
-104
| -19% | -$2.77K | ﹤0.01% | 1020 |
|
|
2023
Q4 | $13.8K | Hold |
538
| – | – | ﹤0.01% | 1009 |
|
|
2023
Q3 | $11.6K | Buy |
538
+222
| +70% | +$4.8K | ﹤0.01% | 1007 |
|
|
2023
Q2 | $7.44K | Hold |
316
| – | – | ﹤0.01% | 1089 |
|
|
2023
Q1 | $7.85K | Buy |
+316
| New | +$7.85K | ﹤0.01% | 1062 |
|