Arete Wealth Advisors’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,200
| Closed | -$250K | – | 816 |
|
|
2024
Q2 | $250K | Buy |
13,200
+200
| +2% | +$3.79K | 0.02% | 582 |
|
|
2024
Q1 | $264K | Hold |
13,000
| – | – | 0.02% | 354 |
|
|
2023
Q4 | $273K | Hold |
13,000
| – | – | 0.02% | 581 |
|
|
2023
Q3 | $252K | Sell |
13,000
-200
| -2% | -$3.87K | 0.04% | 388 |
|
|
2023
Q2 | $256K | Buy |
13,200
+1,559
| +13% | +$30.2K | 0.02% | 532 |
|
|
2023
Q1 | $206K | Sell |
11,641
-40
| -0.3% | -$708 | 0.02% | 576 |
|
|
2022
Q4 | $214M | Buy |
+11,681
| New | +$214M | 0.02% | 543 |
|
|
2022
Q2 | – | Sell |
-11,857
| Closed | -$287K | – | 556 |
|
|
2022
Q1 | $287K | Sell |
11,857
-999
| -8% | -$24.2K | 0.02% | 387 |
|
|
2021
Q4 | $313K | Buy |
+12,856
| New | +$313K | 0.03% | 376 |
|
|
2019
Q4 | – | Sell |
-8,624
| Closed | -$209K | – | 429 |
|
|
2019
Q3 | $209K | Buy |
+8,624
| New | +$209K | 0.04% | 365 |
|