Carson Wealth (CWM LLC)’s Starwood Property Trust STWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Buy |
34,840
+17,079
| +96% | +$343K | ﹤0.01% | 1435 |
|
|
2025
Q1 | $351K | Buy |
17,761
+4,390
| +33% | +$86.8K | ﹤0.01% | 1596 |
|
|
2024
Q4 | $253K | Buy |
13,371
+942
| +8% | +$17.8K | ﹤0.01% | 1687 |
|
|
2024
Q3 | $253K | Buy |
12,429
+178
| +1% | +$3.62K | ﹤0.01% | 1634 |
|
|
2024
Q2 | $232K | Buy |
12,251
+171
| +1% | +$3.24K | ﹤0.01% | 1507 |
|
|
2024
Q1 | $246K | Sell |
12,080
-37
| -0.3% | -$753 | ﹤0.01% | 1419 |
|
|
2023
Q4 | $255K | Sell |
12,117
-1,406
| -10% | -$29.6K | ﹤0.01% | 1311 |
|
|
2023
Q3 | $262K | Buy |
13,523
+252
| +2% | +$4.88K | ﹤0.01% | 1202 |
|
|
2023
Q2 | $257K | Buy |
13,271
+4,346
| +49% | +$84.2K | ﹤0.01% | 1165 |
|
|
2023
Q1 | $158K | Buy |
8,925
+271
| +3% | +$4.8K | ﹤0.01% | 1292 |
|
|
2022
Q4 | $159K | Buy |
8,654
+1,051
| +14% | +$19.3K | ﹤0.01% | 1188 |
|
|
2022
Q3 | $139K | Buy |
7,603
+1,268
| +20% | +$23.2K | ﹤0.01% | 1196 |
|
|
2022
Q2 | $132K | Sell |
6,335
-178
| -3% | -$3.71K | ﹤0.01% | 1204 |
|
|
2022
Q1 | $157K | Sell |
6,513
-306
| -4% | -$7.38K | ﹤0.01% | 1144 |
|
|
2021
Q4 | $166K | Buy |
+6,819
| New | +$166K | ﹤0.01% | 1099 |
|
|
2021
Q2 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 958 |
|
|
2021
Q1 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 958 |
|
|
2020
Q4 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 958 |
|
|
2020
Q3 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 958 |
|
|
2020
Q2 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 958 |
|
|
2020
Q1 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 958 |
|
|
2019
Q4 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 958 |
|
|
2019
Q3 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 958 |
|
|
2019
Q2 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 958 |
|
|
2019
Q1 | $169K | Sell |
6,475
-1,072,104
| -99% | -$28M | ﹤0.01% | 958 |
|
|
2018
Q4 | $21.3M | Buy |
1,078,579
+128,317
| +14% | +$2.53M | 0.53% | 47 |
|
|
2018
Q3 | $20.5M | Buy |
950,262
+949,992
| +351,849% | +$20.4M | 0.52% | 50 |
|
|
2018
Q2 | $6K | Buy |
+270
| New | +$6K | ﹤0.01% | 1157 |
|