CIA
Concurrent Investment Advisors’s Starwood Property Trust STWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
166,579
+18,049
| +12% | +$362K | 0.06% | 299 |
|
|
2025
Q1 | $2.94M | Buy |
148,530
+10,720
| +8% | +$212K | 0.07% | 285 |
|
|
2024
Q4 | $2.61M | Buy |
137,810
+5,868
| +4% | +$111K | 0.07% | 264 |
|
|
2024
Q3 | $2.69M | Sell |
131,942
-935
| -0.7% | -$19.1K | 0.08% | 240 |
|
|
2024
Q2 | $2.52M | Buy |
132,877
+2,372
| +2% | +$44.9K | 0.08% | 228 |
|
|
2024
Q1 | $2.65M | Sell |
130,505
-1,367
| -1% | -$27.8K | 0.11% | 197 |
|
|
2023
Q4 | $2.77M | Buy |
+131,872
| New | +$2.77M | 0.13% | 169 |
|