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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $395K | Buy |
22,963
+541
| +2% | +$9.71K | ﹤0.01% | 2188 |
|
|
2025
Q4 | $404K | Sell |
22,422
-10,960
| -33% | -$202K | ﹤0.01% | 2052 |
|
|
2025
Q3 | $647K | Sell |
33,382
-1,458
| -4% | -$29.4K | ﹤0.01% | 1651 |
|
|
2025
Q2 | $699K | Buy |
34,840
+17,079
| +96% | +$332K | ﹤0.01% | 1436 |
|
|
2025
Q1 | $351K | Buy |
17,761
+4,390
| +33% | +$86.3K | ﹤0.01% | 1598 |
|
|
2024
Q4 | $253K | Buy |
13,371
+942
| +8% | +$18.7K | ﹤0.01% | 1689 |
|
|
2024
Q3 | $253K | Buy |
12,429
+178
| +1% | +$3.55K | ﹤0.01% | 1635 |
|
|
2024
Q2 | $232K | Buy |
12,251
+171
| +1% | +$3.33K | ﹤0.01% | 1509 |
|
|
2024
Q1 | $246K | Sell |
12,080
-37
| -0.3% | -$749 | ﹤0.01% | 1420 |
|
|
2023
Q4 | $255K | Sell |
12,117
-1,406
| -10% | -$27.6K | ﹤0.01% | 1313 |
|
|
2023
Q3 | $262K | Buy |
13,523
+252
| +2% | +$5.11K | ﹤0.01% | 1203 |
|
|
2023
Q2 | $257K | Buy |
13,271
+4,346
| +49% | +$77.2K | ﹤0.01% | 1167 |
|
|
2023
Q1 | $158K | Buy |
8,925
+271
| +3% | +$5.23K | ﹤0.01% | 1295 |
|
|
2022
Q4 | $159K | Buy |
8,654
+1,051
| +14% | +$20.9K | ﹤0.01% | 1190 |
|
|
2022
Q3 | $139K | Buy |
7,603
+1,268
| +20% | +$28.7K | ﹤0.01% | 1198 |
|
|
2022
Q2 | $132K | Sell |
6,335
-178
| -3% | -$4.09K | ﹤0.01% | 1206 |
|
|
2022
Q1 | $157K | Sell |
6,513
-306
| -4% | -$7.39K | ﹤0.01% | 1146 |
|
|
2021
Q4 | $166K | Buy |
+6,819
| New | +$172K | ﹤0.01% | 1101 |
|
|
2021
Q2 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 960 |
|
|
2021
Q1 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 960 |
|
|
2020
Q4 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 960 |
|
|
2020
Q3 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 960 |
|
|
2020
Q2 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 960 |
|
|
2020
Q1 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 960 |
|
|
2019
Q4 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 960 |
|
|
2019
Q3 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 960 |
|
|
2019
Q2 | $169K | Hold |
6,475
| – | – | ﹤0.01% | 960 |
|
|
2019
Q1 | $169K | Sell |
6,475
-1,072,104
| -99% | -$23.4M | ﹤0.01% | 960 |
|
|
2018
Q4 | $21.3M | Buy |
1,078,579
+128,317
| +14% | +$2.77M | 0.53% | 47 |
|
|
2018
Q3 | $20.4M | Buy |
950,262
+949,992
| +351,849% | +$21M | 0.52% | 50 |
|
|
2018
Q2 | $6K | Buy |
+270
| New | +$5.81K | ﹤0.01% | 1161 |
|
Other funds holding STWD
VCM
VPM
ACM
