AWA
Acorn Wealth Advisors’s Starwood Property Trust STWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
15,223
-1,071
| -7% | -$21.5K | 0.11% | 177 |
|
|
2025
Q1 | $322K | Sell |
16,294
-392
| -2% | -$7.75K | 0.13% | 154 |
|
|
2024
Q4 | $316K | Sell |
16,686
-483
| -3% | -$9.15K | 0.13% | 154 |
|
|
2024
Q3 | $350K | Hold |
17,169
| – | – | 0.15% | 140 |
|
|
2024
Q2 | $325K | Buy |
17,169
+73
| +0.4% | +$1.38K | 0.16% | 137 |
|
|
2024
Q1 | $348K | Sell |
17,096
-381
| -2% | -$7.75K | 0.18% | 116 |
|
|
2023
Q4 | $367K | Sell |
17,477
-104
| -0.6% | -$2.19K | 0.22% | 102 |
|
|
2023
Q3 | $340K | Buy |
17,581
+109
| +0.6% | +$2.11K | 0.23% | 104 |
|
|
2023
Q2 | $339K | Buy |
17,472
+267
| +2% | +$5.18K | 0.23% | 105 |
|
|
2023
Q1 | $304K | Buy |
17,205
+734
| +4% | +$13K | 0.22% | 108 |
|
|
2022
Q4 | $302K | Buy |
16,471
+398
| +2% | +$7.3K | 0.23% | 101 |
|
|
2022
Q3 | $293K | Buy |
16,073
+4,706
| +41% | +$85.8K | 0.24% | 103 |
|
|
2022
Q2 | $237K | Buy |
+11,367
| New | +$237K | 0.19% | 140 |
|
|
2018
Q2 | – | Sell |
-63
| Closed | -$1K | – | 756 |
|
|
2018
Q1 | $1K | Hold |
63
| – | – | ﹤0.01% | 822 |
|
|
2017
Q4 | $1K | Buy |
+63
| New | +$1K | ﹤0.01% | 784 |
|