Bartlett & Co Wealth Management’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 | $10.3K | Buy |
+500
| New | +$10.3K | ﹤0.01% | 916 |
|
2020
Q3 | – | Sell |
-2,150
| Closed | -$33.2K | – | 865 |
|
2020
Q2 | $33.2K | Sell |
2,150
-85,200
| -98% | -$1.32M | ﹤0.01% | 550 |
|
2020
Q1 | $940K | Sell |
87,350
-37,125
| -30% | -$400K | 0.03% | 196 |
|
2019
Q4 | $3.15M | Sell |
124,475
-8,500
| -6% | -$215K | 0.08% | 141 |
|
2019
Q3 | $3.28M | Buy |
+132,975
| New | +$3.28M | 0.09% | 136 |
|