Accel Wealth Management’s Starwood Property Trust STWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Sell |
41,707
-394
| -0.9% | -$7.91K | 0.28% | 86 |
|
|
2025
Q1 | $832K | Buy |
42,101
+112
| +0.3% | +$2.21K | 0.3% | 81 |
|
|
2024
Q4 | $796K | Buy |
41,989
+197
| +0.5% | +$3.73K | 0.3% | 82 |
|
|
2024
Q3 | $852K | Buy |
41,792
+1,123
| +3% | +$22.9K | 0.32% | 78 |
|
|
2024
Q2 | $770K | Sell |
40,669
-479
| -1% | -$9.07K | 0.31% | 80 |
|
|
2024
Q1 | $837K | Sell |
41,148
-125
| -0.3% | -$2.54K | 0.36% | 73 |
|
|
2023
Q4 | $868K | Buy |
41,273
+163
| +0.4% | +$3.43K | 0.44% | 65 |
|
|
2023
Q3 | $795K | Buy |
41,110
+136
| +0.3% | +$2.63K | 0.44% | 65 |
|
|
2023
Q2 | $795K | Buy |
40,974
+866
| +2% | +$16.8K | 0.44% | 65 |
|
|
2023
Q1 | $710K | Buy |
40,108
+2,838
| +8% | +$50.2K | 0.29% | 83 |
|
|
2022
Q4 | $683K | Buy |
37,270
+763
| +2% | +$14K | 0.33% | 70 |
|
|
2022
Q3 | $729K | Hold |
36,507
| – | – | 0.39% | 62 |
|
|
2022
Q2 | $783K | Buy |
36,507
+135
| +0.4% | +$2.9K | 0.45% | 54 |
|
|
2022
Q1 | $894K | Buy |
36,372
+832
| +2% | +$20.5K | 0.46% | 54 |
|
|
2021
Q4 | $864K | Sell |
35,540
-92
| -0.3% | -$2.24K | 0.42% | 55 |
|
|
2021
Q3 | $870K | Buy |
35,632
+7
| +0% | +$171 | 0.56% | 47 |
|
|
2021
Q2 | $932K | Hold |
35,625
| – | – | 0.62% | 39 |
|
|
2021
Q1 | $881K | Buy |
35,625
+325
| +0.9% | +$8.04K | 0.71% | 34 |
|
|
2020
Q4 | $681K | Buy |
+35,300
| New | +$681K | 0.63% | 35 |
|