Atria Wealth Solutions’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-51,393
| Closed | -$1.02M | – | 1867 |
|
|
2025
Q1 | $1.02M | Sell |
51,393
-36,755
| -42% | -$727K | 0.01% | 883 |
|
|
2024
Q4 | $1.67M | Buy |
88,148
+20,840
| +31% | +$395K | 0.02% | 705 |
|
|
2024
Q3 | $1.37M | Sell |
67,308
-3,315
| -5% | -$67.6K | 0.01% | 788 |
|
|
2024
Q2 | $1.34M | Sell |
70,623
-1,344
| -2% | -$25.5K | 0.01% | 772 |
|
|
2024
Q1 | $1.5M | Sell |
71,967
-2,449
| -3% | -$51K | 0.02% | 733 |
|
|
2023
Q4 | $1.56M | Sell |
74,416
-1,788
| -2% | -$37.6K | 0.02% | 682 |
|
|
2023
Q3 | $1.47M | Buy |
76,204
+1,257
| +2% | +$24.3K | 0.02% | 661 |
|
|
2023
Q2 | $1.45M | Buy |
74,947
+37,362
| +99% | +$725K | 0.02% | 687 |
|
|
2023
Q1 | $683K | Sell |
37,585
-471
| -1% | -$8.56K | 0.01% | 972 |
|
|
2022
Q4 | $698K | Buy |
38,056
+6,020
| +19% | +$110K | 0.01% | 924 |
|
|
2022
Q3 | $584K | Sell |
32,036
-418
| -1% | -$7.62K | 0.01% | 937 |
|
|
2022
Q2 | $694K | Buy |
32,454
+14,651
| +82% | +$313K | 0.01% | 818 |
|
|
2022
Q1 | $439K | Buy |
+17,803
| New | +$439K | 0.01% | 1138 |
|