Dynamic Advisor Solutions’s Starwood Property Trust STWD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,291
Closed -$189K 800
2022
Q4
$189K Buy
10,291
+291
+3% +$5.33K 0.01% 674
2022
Q3
$182K Sell
10,000
-685
-6% -$12.5K 0.01% 634
2022
Q2
$223K Buy
10,685
+1,046
+11% +$21.8K 0.02% 619
2022
Q1
$233K Buy
9,639
+54
+0.6% +$1.31K 0.02% 636
2021
Q4
$233K Sell
9,585
-18
-0.2% -$438 0.02% 641
2021
Q3
$234K Buy
9,603
+34
+0.4% +$828 0.02% 652
2021
Q2
$250K Sell
9,569
-188
-2% -$4.91K 0.02% 604
2021
Q1
$241K Buy
+9,757
New +$241K 0.02% 563
2020
Q1
Sell
-9,890
Closed -$246K 567
2019
Q4
$246K Hold
9,890
0.03% 453
2019
Q3
$240K Buy
+9,890
New +$240K 0.04% 421