FWM
Focused Wealth Management’s Starwood Property Trust STWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Buy |
204,304
+4,283
| +2% | +$86K | 0.5% | 33 |
|
|
2025
Q1 | $3.95M | Buy |
200,021
+14,897
| +8% | +$295K | 0.53% | 30 |
|
|
2024
Q4 | $3.51M | Buy |
185,124
+25,573
| +16% | +$485K | 0.47% | 30 |
|
|
2024
Q3 | $3.25M | Buy |
159,551
+3,542
| +2% | +$72.2K | 0.42% | 34 |
|
|
2024
Q2 | $2.95M | Buy |
156,009
+10,788
| +7% | +$204K | 0.42% | 31 |
|
|
2024
Q1 | $2.95M | Buy |
145,221
+3,571
| +3% | +$72.6K | 0.45% | 34 |
|
|
2023
Q4 | $2.98M | Sell |
141,650
-1,807
| -1% | -$38K | 0.49% | 35 |
|
|
2023
Q3 | $2.78M | Buy |
143,457
+3,553
| +3% | +$68.8K | 0.49% | 35 |
|
|
2023
Q2 | $2.71M | Buy |
139,904
+8,008
| +6% | +$155K | 0.49% | 33 |
|
|
2023
Q1 | $2.33M | Buy |
131,896
+5,030
| +4% | +$89K | 0.47% | 33 |
|
|
2022
Q4 | $2.33M | Buy |
126,866
+2,068
| +2% | +$37.9K | 0.47% | 34 |
|
|
2022
Q3 | $2.27M | Buy |
124,798
+2,566
| +2% | +$46.8K | 0.48% | 32 |
|
|
2022
Q2 | $2.55M | Buy |
122,232
+7,315
| +6% | +$153K | 0.46% | 38 |
|
|
2022
Q1 | $2.78M | Buy |
114,917
+6,621
| +6% | +$160K | 0.44% | 34 |
|
|
2021
Q4 | $2.63M | Buy |
108,296
+9,268
| +9% | +$225K | 0.41% | 32 |
|
|
2021
Q3 | $2.42M | Buy |
99,028
+6,976
| +8% | +$170K | 0.39% | 35 |
|
|
2021
Q2 | $2.41M | Sell |
92,052
-4,582
| -5% | -$120K | 0.4% | 35 |
|
|
2021
Q1 | $2.39M | Buy |
96,634
+12,623
| +15% | +$312K | 0.42% | 33 |
|
|
2020
Q4 | $1.62M | Buy |
84,011
+4,722
| +6% | +$91.1K | 0.32% | 37 |
|
|
2020
Q3 | $1.2M | Buy |
79,289
+77,779
| +5,151% | +$1.17M | 0.26% | 48 |
|
|
2020
Q2 | $23K | Buy |
1,510
+1,010
| +202% | +$15.4K | 0.01% | 382 |
|
|
2020
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 513 |
|
|
2019
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 468 |
|
|
2019
Q3 | $12K | Buy |
500
+200
| +67% | +$4.8K | ﹤0.01% | 458 |
|
|
2019
Q2 | $7K | Buy |
300
+200
| +200% | +$4.67K | ﹤0.01% | 540 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 602 |
|
|
2018
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 605 |
|
|
2015
Q4 | – | Sell |
-80
| Closed | -$2K | – | 714 |
|
|
2015
Q3 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 594 |
|