EFS
Essex Financial Services’s Starwood Property Trust STWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
12,711
+1,277
| +11% | +$25.6K | 0.02% | 591 |
|
|
2025
Q1 | $226K | Buy |
11,434
+247
| +2% | +$4.88K | 0.02% | 571 |
|
|
2024
Q4 | $212K | Sell |
11,187
-4,340
| -28% | -$82.2K | 0.02% | 592 |
|
|
2024
Q3 | $308K | Sell |
15,527
-130
| -0.8% | -$2.58K | 0.02% | 490 |
|
|
2024
Q2 | $306K | Buy |
+15,657
| New | +$306K | 0.02% | 467 |
|
|
2022
Q3 | – | Sell |
-11,959
| Closed | -$250K | – | 487 |
|
|
2022
Q2 | $250K | Buy |
11,959
+261
| +2% | +$5.46K | 0.03% | 409 |
|
|
2022
Q1 | $283K | Buy |
11,698
+760
| +7% | +$18.4K | 0.03% | 391 |
|
|
2021
Q4 | $266K | Buy |
+10,938
| New | +$266K | 0.03% | 393 |
|
|
2020
Q3 | – | Sell |
-10,316
| Closed | -$154K | – | 290 |
|
|
2020
Q2 | $154K | Buy |
10,316
+16
| +0.2% | +$239 | 0.05% | 239 |
|
|
2020
Q1 | $106K | Sell |
10,300
-3,000
| -23% | -$30.9K | 0.04% | 238 |
|
|
2019
Q4 | $331K | Hold |
13,300
| – | – | 0.09% | 194 |
|
|
2019
Q3 | $322K | Buy |
13,300
+800
| +6% | +$19.4K | 0.1% | 175 |
|
|
2019
Q2 | $284K | Buy |
12,500
+500
| +4% | +$11.4K | 0.08% | 188 |
|
|
2019
Q1 | $268K | Buy |
12,000
+900
| +8% | +$20.1K | 0.08% | 187 |
|
|
2018
Q4 | $219K | Hold |
11,100
| – | – | 0.07% | 221 |
|
|
2018
Q3 | $239K | Buy |
+11,100
| New | +$239K | 0.05% | 250 |
|