EverSource Wealth Advisors’s Starwood Property Trust STWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Buy |
5,535
+1,657
| +43% | +$33.3K | 0.01% | 1141 |
|
|
2025
Q1 | $76.7K | Sell |
3,878
-195
| -5% | -$3.86K | ﹤0.01% | 1017 |
|
|
2024
Q4 | $77.2K | Buy |
4,073
+284
| +7% | +$5.38K | ﹤0.01% | 1000 |
|
|
2024
Q3 | $77.2K | Sell |
3,789
-27
| -0.7% | -$550 | ﹤0.01% | 885 |
|
|
2024
Q2 | $76.1K | Sell |
3,816
-548
| -13% | -$10.9K | 0.01% | 907 |
|
|
2024
Q1 | $82.8K | Sell |
4,364
-293
| -6% | -$5.56K | 0.01% | 781 |
|
|
2023
Q4 | $97.9K | Sell |
4,657
-111
| -2% | -$2.33K | 0.01% | 643 |
|
|
2023
Q3 | $92.3K | Sell |
4,768
-20
| -0.4% | -$387 | 0.01% | 594 |
|
|
2023
Q2 | $92.9K | Buy |
4,788
+1,273
| +36% | +$24.7K | 0.01% | 605 |
|
|
2023
Q1 | $62.2K | Buy |
3,515
+143
| +4% | +$2.53K | 0.01% | 709 |
|
|
2022
Q4 | $61.8K | Sell |
3,372
-664
| -16% | -$12.2K | 0.01% | 675 |
|
|
2022
Q3 | $74K | Buy |
+4,036
| New | +$74K | 0.02% | 525 |
|