Creative Planning’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
Q2 | $939K | Buy |
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|
2025
Q1 | $784K | Sell |
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|
2024
Q4 | $856K | Sell |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $606K | Sell |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $806K | Buy |
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|
2023
Q3 | $585K | Sell |
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|
2023
Q2 | $590K | Sell |
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|
2023
Q1 | $538K | Sell |
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|
2022
Q4 | $578K | Sell |
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|
2022
Q3 | $623K | Sell |
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|
2022
Q2 | $863K | Buy |
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|
2022
Q1 | $959K | Buy |
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|
2021
Q4 | $962K | Sell |
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|
2021
Q3 | $1.91M | Sell |
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|
2021
Q2 | $2.88M | Buy |
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|
2021
Q1 | $2.45M | Buy |
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|
2020
Q4 | $1.89M | Buy |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $964K | Buy |
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|
2020
Q1 | $609K | Buy |
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|
2019
Q4 | $1.2M | Sell |
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|
2019
Q3 | $1.23M | Buy |
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|
2019
Q2 | $1.06M | Sell |
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|
2019
Q1 | $1.07M | Buy |
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|
2018
Q4 | $757K | Buy |
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|
2018
Q3 | $714K | Buy |
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|
2018
Q2 | $699K | Buy |
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|
2018
Q1 | $627K | Sell |
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|
2017
Q4 | $677K | Buy |
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|
2017
Q3 | $571K | Sell |
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|
2017
Q2 | $698K | Buy |
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|
2017
Q1 | $497K | Buy |
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|
2016
Q4 | $456K | Sell |
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|
2016
Q3 | $494K | Buy |
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|
2016
Q2 | $318K | Sell |
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|
2016
Q1 | $369K | Buy |
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|
2015
Q4 | $289K | Sell |
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|
2015
Q3 | $310K | Buy |
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|
2015
Q2 | $297K | Buy |
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|
2015
Q1 | $291K | Buy |
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|
2014
Q4 | $225K | Buy |
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|
2014
Q3 | $107K | Sell |
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|
2014
Q2 | $123K | Buy |
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|
2014
Q1 | $89K | Sell |
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|
2013
Q4 | $104K | Sell |
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|
2013
Q3 | $102K | Buy |
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|
2013
Q2 | $12K | Buy |
|