Beacon Investment Advisors’s Redwood Trust RWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
243,231
-3,113
| -1% | -$18.1K | 0.61% | 50 |
|
|
2025
Q1 | $1.5M | Buy |
246,344
+1,195
| +0.5% | +$7.25K | 0.71% | 45 |
|
|
2024
Q4 | $1.6M | Sell |
245,149
-4,763
| -2% | -$31.1K | 0.75% | 43 |
|
|
2024
Q3 | $1.93M | Buy |
249,912
+3,316
| +1% | +$25.6K | 0.91% | 30 |
|
|
2024
Q2 | $1.6M | Buy |
246,596
+19,482
| +9% | +$126K | 0.82% | 36 |
|
|
2024
Q1 | $1.45M | Sell |
227,114
-343
| -0.2% | -$2.19K | 0.82% | 38 |
|
|
2023
Q4 | $1.69M | Buy |
227,457
+4,784
| +2% | +$35.4K | 1.08% | 29 |
|
|
2023
Q3 | $1.59M | Buy |
222,673
+1,019
| +0.5% | +$7.27K | 1.12% | 28 |
|
|
2023
Q2 | $1.41M | Buy |
221,654
+2,374
| +1% | +$15.1K | 0.96% | 34 |
|
|
2023
Q1 | $1.48M | Buy |
219,280
+850
| +0.4% | +$5.73K | 1.08% | 28 |
|
|
2022
Q4 | $1.48M | Buy |
+218,430
| New | +$1.48M | 1.23% | 24 |
|