Advocacy Wealth Management Services’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,500
| Closed | -$29K | – | 122 |
|
|
2022
Q3 | $29K | Hold |
1,500
| – | – | ﹤0.01% | 63 |
|
|
2022
Q2 | $31K | Hold |
1,500
| – | – | 0.01% | 65 |
|
|
2022
Q1 | $37K | Hold |
1,500
| – | – | 0.01% | 63 |
|
|
2021
Q4 | $36K | Hold |
1,500
| – | – | 0.01% | 66 |
|
|
2021
Q3 | $37K | Hold |
1,500
| – | – | 0.01% | 65 |
|
|
2021
Q2 | $39K | Hold |
1,500
| – | – | 0.01% | 73 |
|
|
2021
Q1 | $37K | Hold |
1,500
| – | – | 0.01% | 69 |
|
|
2020
Q4 | $29K | Hold |
1,500
| – | – | ﹤0.01% | 71 |
|
|
2020
Q3 | $23K | Hold |
1,500
| – | – | ﹤0.01% | 76 |
|
|
2020
Q2 | $22K | Hold |
1,500
| – | – | ﹤0.01% | 81 |
|
|
2020
Q1 | $15K | Sell |
1,500
-1,000
| -40% | -$10K | ﹤0.01% | 87 |
|
|
2019
Q4 | $62K | Hold |
2,500
| – | – | 0.02% | 49 |
|
|
2019
Q3 | $61K | Hold |
2,500
| – | – | 0.04% | 42 |
|
|
2019
Q2 | $57K | Hold |
2,500
| – | – | 0.04% | 40 |
|
|
2019
Q1 | $56K | Hold |
2,500
| – | – | 0.06% | 35 |
|
|
2018
Q4 | $49K | Hold |
2,500
| – | – | 0.04% | 37 |
|
|
2018
Q3 | $54K | Hold |
2,500
| – | – | 0.03% | 36 |
|
|
2018
Q2 | $54K | Hold |
2,500
| – | – | 0.04% | 35 |
|
|
2018
Q1 | $52K | Hold |
2,500
| – | – | 0.04% | 38 |
|
|
2017
Q4 | $53K | Sell |
2,500
-2,500
| -50% | -$53K | 0.04% | 43 |
|
|
2017
Q3 | $110K | Buy |
5,000
+2,500
| +100% | +$55K | 0.04% | 35 |
|
|
2017
Q2 | $56K | Hold |
2,500
| – | – | 0.02% | 73 |
|
|
2017
Q1 | $56K | Buy |
2,500
+1,000
| +67% | +$22.4K | 0.02% | 71 |
|
|
2016
Q4 | $33K | Hold |
1,500
| – | – | 0.01% | 103 |
|
|
2016
Q3 | $34K | Hold |
1,500
| – | – | 0.01% | 147 |
|
|
2016
Q2 | $31K | Hold |
1,500
| – | – | 0.02% | 186 |
|
|
2016
Q1 | $28K | Sell |
1,500
-1,000
| -40% | -$18.7K | 0.02% | 246 |
|
|
2015
Q4 | $51K | Buy |
+2,500
| New | +$51K | 0.06% | 165 |
|