Valeo Financial Advisors’s Essential Properties Realty Trust EPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,961
| Closed | -$222K | – | 549 |
|
|
2021
Q3 | $222K | Sell |
7,961
-1,255
| -14% | -$35K | 0.01% | 450 |
|
|
2021
Q2 | $249K | Hold |
9,216
| – | – | 0.02% | 376 |
|
|
2021
Q1 | $210K | Hold |
9,216
| – | – | 0.01% | 419 |
|
|
2020
Q4 | $195K | Hold |
9,216
| – | – | 0.01% | 418 |
|
|
2020
Q3 | $169K | Hold |
9,216
| – | – | 0.01% | 346 |
|
|
2020
Q2 | $137K | Buy |
+9,216
| New | +$137K | 0.01% | 392 |
|