Center for Financial Planning’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 | $16.2K | Sell |
805
-352
| -30% | -$7.07K | ﹤0.01% | 412 |
|
|
2025
Q1 | $22.9K | Hold |
1,157
| – | – | ﹤0.01% | 376 |
|
|
2024
Q4 | $21.9K | Hold |
1,157
| – | – | ﹤0.01% | 340 |
|
|
2024
Q3 | $23.6K | Hold |
1,157
| – | – | ﹤0.01% | 322 |
|
|
2024
Q2 | $21.9K | Buy |
1,157
+230
| +25% | +$4.36K | ﹤0.01% | 317 |
|
|
2024
Q1 | $18.8K | Buy |
+927
| New | +$18.8K | ﹤0.01% | 334 |
|
|
2020
Q4 | – | Sell |
-620
| Closed | -$9K | – | 486 |
|
|
2020
Q3 | $9K | Buy |
+620
| New | +$9K | ﹤0.01% | 322 |
|