EWM
STOR
Executive Wealth Management’s STORE Capital Corporation STOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-154,310
| Closed | -$5.75M | – | 154 |
|
|
2019
Q4 | $5.75M | Buy |
154,310
+10,070
| +7% | +$375K | 0.79% | 28 |
|
|
2019
Q3 | $5.4M | Buy |
144,240
+143,708
| +27,013% | +$5.38M | 0.82% | 26 |
|
|
2019
Q2 | $18K | Hold |
532
| – | – | ﹤0.01% | 487 |
|
|
2019
Q1 | $18K | Hold |
532
| – | – | ﹤0.01% | 440 |
|
|
2018
Q4 | $15K | Buy |
+532
| New | +$15K | ﹤0.01% | 492 |
|