Financial Advocates Investment Management’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,448
| Closed | -$314K | – | 784 |
|
|
2024
Q1 | $314K | Hold |
15,448
| – | – | 0.02% | 571 |
|
|
2023
Q4 | $325K | Buy |
15,448
+954
| +7% | +$20.1K | 0.02% | 531 |
|
|
2023
Q3 | $280K | Hold |
14,494
| – | – | 0.02% | 544 |
|
|
2023
Q2 | $281K | Buy |
14,494
+4,366
| +43% | +$84.7K | 0.02% | 539 |
|
|
2023
Q1 | $179K | Buy |
+10,128
| New | +$179K | 0.01% | 687 |
|
|
2021
Q4 | – | Sell |
-8,705
| Closed | -$212K | – | 809 |
|
|
2021
Q3 | $212K | Hold |
8,705
| – | – | 0.01% | 689 |
|
|
2021
Q2 | $227K | Hold |
8,705
| – | – | 0.02% | 657 |
|
|
2021
Q1 | $215K | Buy |
+8,705
| New | +$215K | 0.02% | 683 |
|