Atria Wealth Solutions’s Starwood Property Trust STWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-51,393	Closed	-$1.02M	–	1876
2025 Q1	$1.02M	Sell	51,393 -36,755	-42%	-$722K	0.01%	889
2024 Q4	$1.67M	Buy	88,148 +20,840	+31%	+$413K	0.02%	708
2024 Q3	$1.37M	Sell	67,308 -3,315	-5%	-$66.2K	0.01%	793
2024 Q2	$1.34M	Sell	70,623 -1,344	-2%	-$26.2K	0.01%	776
2024 Q1	$1.5M	Sell	71,967 -2,449	-3%	-$49.6K	0.02%	735
2023 Q4	$1.56M	Sell	74,416 -1,788	-2%	-$35.1K	0.02%	687
2023 Q3	$1.47M	Buy	76,204 +1,257	+2%	+$25.5K	0.02%	662
2023 Q2	$1.45M	Buy	74,947 +37,362	+99%	+$664K	0.02%	690
2023 Q1	$683K	Sell	37,585 -471	-1%	-$9.1K	0.01%	975
2022 Q4	$698K	Buy	38,056 +6,020	+19%	+$120K	0.01%	927
2022 Q3	$584K	Sell	32,036 -418	-1%	-$9.47K	0.01%	940
2022 Q2	$694K	Buy	32,454 +14,651	+82%	+$337K	0.01%	843
2022 Q1	$439K	Buy	+17,803	New	+$430K	0.01%	1139