Carson Wealth (CWM LLC)’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $647K | Sell |
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|
2025
Q2 | $699K | Buy |
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|
2025
Q1 | $351K | Buy |
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|
2024
Q4 | $253K | Buy |
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|
2024
Q3 | $253K | Buy |
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|
2024
Q2 | $232K | Buy |
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|
2024
Q1 | $246K | Sell |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $158K | Buy |
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|
2022
Q4 | $159K | Buy |
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|
2022
Q3 | $139K | Buy |
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|
2022
Q2 | $132K | Sell |
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|
2022
Q1 | $157K | Sell |
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|
2021
Q4 | $166K | Buy |
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|
2021
Q2 | $169K | Hold |
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|
2021
Q1 | $169K | Hold |
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|
2020
Q4 | $169K | Hold |
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|
2020
Q3 | $169K | Hold |
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|
2020
Q2 | $169K | Hold |
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|
2020
Q1 | $169K | Hold |
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|
2019
Q4 | $169K | Hold |
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|
2019
Q3 | $169K | Hold |
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|
2019
Q2 | $169K | Hold |
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|
2019
Q1 | $169K | Sell |
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|
2018
Q4 | $21.3M | Buy |
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|
2018
Q3 | $20.4M | Buy |
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|
2018
Q2 | $6K | Buy |
|