MWM
STOR
Madison Wealth Management’s STORE Capital Corporation STOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-63,410
| Closed | -$1.65M | – | 163 |
|
|
2022
Q2 | $1.65M | Hold |
63,410
| – | – | 0.4% | 69 |
|
|
2022
Q1 | $1.85M | Buy |
63,410
+805
| +1% | +$23.5K | 0.39% | 69 |
|
|
2021
Q4 | $2.15M | Hold |
62,605
| – | – | 0.43% | 64 |
|
|
2021
Q3 | $2.01M | Buy |
62,605
+1,250
| +2% | +$40K | 0.44% | 60 |
|
|
2021
Q2 | $2.12M | Hold |
61,355
| – | – | 0.47% | 59 |
|
|
2021
Q1 | $2.06M | Buy |
61,355
+20,500
| +50% | +$687K | 0.5% | 52 |
|
|
2020
Q4 | $1.39M | Buy |
40,855
+350
| +0.9% | +$11.9K | 0.37% | 58 |
|
|
2020
Q3 | $1.11M | Buy |
+40,505
| New | +$1.11M | 0.33% | 59 |
|