JWM
STOR
Jeppson Wealth Management’s STORE Capital Corporation STOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,783
| Closed | -$474K | – | 210 |
|
|
2022
Q4 | $474K | Buy |
14,783
+2,345
| +19% | +$75.2K | 0.2% | 110 |
|
|
2022
Q3 | $390K | Buy |
12,438
+2,500
| +25% | +$78.4K | 0.18% | 117 |
|
|
2022
Q2 | $259K | Buy |
+9,938
| New | +$259K | 0.11% | 154 |
|
|
2020
Q4 | – | Sell |
-975
| Closed | -$27K | – | 492 |
|
|
2020
Q3 | $27K | Buy |
+975
| New | +$27K | 0.02% | 308 |
|