Bell Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77K | Sell |
138
-55
| -28% | -$1.1K | ﹤0.01% | 1228 |
|
|
2025
Q1 | $3.82K | Hold |
193
| – | – | ﹤0.01% | 1036 |
|
|
2024
Q4 | $3.66K | Sell |
193
-62
| -24% | -$1.18K | ﹤0.01% | 1080 |
|
|
2024
Q3 | $5.2K | Sell |
255
-27
| -10% | -$550 | ﹤0.01% | 914 |
|
|
2024
Q2 | $5.34K | Hold |
282
| – | – | ﹤0.01% | 890 |
|
|
2024
Q1 | $5.73K | Hold |
282
| – | – | ﹤0.01% | 847 |
|
|
2023
Q4 | $5.93K | Buy |
282
+4
| +1% | +$84 | ﹤0.01% | 786 |
|
|
2023
Q3 | $5.38K | Buy |
278
+38
| +16% | +$735 | ﹤0.01% | 768 |
|
|
2023
Q2 | $4.66K | Sell |
240
-171
| -42% | -$3.32K | ﹤0.01% | 857 |
|
|
2023
Q1 | $7.27K | Buy |
411
+291
| +243% | +$5.15K | ﹤0.01% | 602 |
|
|
2022
Q4 | $2.2K | Buy |
120
+24
| +25% | +$440 | ﹤0.01% | 1238 |
|
|
2022
Q3 | $2K | Buy |
96
+25
| +35% | +$521 | ﹤0.01% | 1219 |
|
|
2022
Q2 | $1K | Buy |
+71
| New | +$1K | ﹤0.01% | 1611 |
|
|
2021
Q4 | $7K | Sell |
307
-19
| -6% | -$433 | ﹤0.01% | 632 |
|
|
2021
Q3 | $8K | Buy |
+326
| New | +$8K | ﹤0.01% | 540 |
|