Beverly Hills Private Wealth’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,955
| Closed | -$207K | – | 362 |
|
|
2024
Q2 | $207K | Buy |
10,955
+57
| +0.5% | +$1.08K | 0.05% | 330 |
|
|
2024
Q1 | $222K | Sell |
10,898
-1,455
| -12% | -$29.6K | 0.05% | 328 |
|
|
2023
Q4 | $260K | Sell |
12,353
-2,304
| -16% | -$48.4K | 0.07% | 275 |
|
|
2023
Q3 | $284K | Hold |
14,657
| – | – | 0.08% | 234 |
|
|
2023
Q2 | $306K | Sell |
14,657
-823
| -5% | -$17.2K | 0.05% | 282 |
|
|
2023
Q1 | $274K | Buy |
15,480
+3,121
| +25% | +$55.2K | 0.08% | 230 |
|
|
2022
Q4 | $227K | Buy |
+12,359
| New | +$227K | 0.1% | 203 |
|