AWM
AllSquare 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 | $14K | Hold |
700
| – | – | 0.01% | 352 |
|
|
2025
Q1 | $13.8K | Hold |
700
| – | – | 0.01% | 349 |
|
|
2024
Q4 | $13.3K | Hold |
700
| – | – | 0.01% | 351 |
|
|
2024
Q3 | $14.3K | Hold |
700
| – | – | 0.01% | 344 |
|
|
2024
Q2 | $13.3K | Hold |
700
| – | – | 0.01% | 348 |
|
|
2024
Q1 | $14.2K | Hold |
700
| – | – | 0.01% | 346 |
|
|
2023
Q4 | $14.7K | Hold |
700
| – | – | 0.01% | 335 |
|
|
2023
Q3 | $13.5K | Hold |
700
| – | – | 0.01% | 341 |
|
|
2023
Q2 | $12.3K | Hold |
700
| – | – | 0.01% | 359 |
|
|
2023
Q1 | $12.4K | Hold |
700
| – | – | 0.01% | 356 |
|
|
2022
Q4 | $12.8K | Hold |
700
| – | – | 0.01% | 335 |
|
|
2022
Q3 | $13K | Hold |
700
| – | – | 0.01% | 327 |
|
|
2022
Q2 | $15K | Hold |
700
| – | – | 0.01% | 319 |
|
|
2022
Q1 | $17K | Hold |
700
| – | – | 0.01% | 332 |
|
|
2021
Q4 | $17K | Hold |
700
| – | – | 0.01% | 340 |
|
|
2021
Q3 | $17K | Hold |
700
| – | – | 0.01% | 327 |
|
|
2021
Q2 | $18K | Hold |
700
| – | – | 0.01% | 332 |
|
|
2021
Q1 | $17K | Hold |
700
| – | – | 0.01% | 327 |
|
|
2020
Q4 | $14K | Hold |
700
| – | – | 0.01% | 323 |
|
|
2020
Q3 | $11K | Hold |
700
| – | – | 0.01% | 327 |
|
|
2020
Q2 | $10K | Sell |
700
-1,810
| -72% | -$25.9K | 0.01% | 339 |
|
|
2020
Q1 | $26K | Buy |
2,510
+266
| +12% | +$2.76K | 0.02% | 225 |
|
|
2019
Q4 | $56K | Sell |
2,244
-419
| -16% | -$10.5K | 0.04% | 176 |
|
|
2019
Q3 | $64K | Hold |
2,663
| – | – | 0.05% | 157 |
|
|
2019
Q2 | $61K | Hold |
2,663
| – | – | 0.05% | 168 |
|
|
2019
Q1 | $60K | Hold |
2,663
| – | – | 0.05% | 167 |
|
|
2018
Q4 | $52K | Buy |
2,663
+515
| +24% | +$10.1K | 0.04% | 162 |
|
|
2018
Q3 | $46K | Hold |
2,148
| – | – | 0.03% | 182 |
|
|
2018
Q2 | $47K | Hold |
2,148
| – | – | 0.04% | 182 |
|
|
2018
Q1 | $45K | Buy |
2,148
+869
| +68% | +$18.2K | 0.04% | 155 |
|
|
2017
Q4 | $27K | Sell |
1,279
-60
| -4% | -$1.27K | 0.02% | 210 |
|
|
2017
Q3 | $29K | Buy |
+1,339
| New | +$29K | 0.02% | 202 |
|
|
2017
Q2 | – | Sell |
-1,136
| Closed | -$26K | – | 336 |
|
|
2017
Q1 | $26K | Buy |
+1,136
| New | +$26K | 0.02% | 199 |
|