IWP
STOR
Icon Wealth Partners’s STORE Capital Corporation STOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,221
| Closed | -$391K | – | 349 |
|
|
2021
Q3 | $391K | Sell |
12,221
-14
| -0.1% | -$448 | 0.04% | 245 |
|
|
2021
Q2 | $422K | Sell |
12,235
-87
| -0.7% | -$3K | 0.05% | 243 |
|
|
2021
Q1 | $413K | Buy |
12,322
+1,029
| +9% | +$34.5K | 0.05% | 231 |
|
|
2020
Q4 | $384K | Sell |
11,293
-52
| -0.5% | -$1.77K | 0.06% | 202 |
|
|
2020
Q3 | $311K | Buy |
11,345
+2,904
| +34% | +$79.6K | 0.06% | 192 |
|
|
2020
Q2 | $201K | Buy |
+8,441
| New | +$201K | 0.05% | 246 |
|