FMWA
Forvis Mazars Wealth Advisors’s Starwood Property Trust STWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-22,598
| Closed | -$232K | – | 315 |
|
|
2020
Q1 | $232K | Buy |
22,598
+4,378
| +24% | +$44.9K | 0.02% | 256 |
|
|
2019
Q4 | $453K | Hold |
18,220
| – | – | 0.03% | 201 |
|
|
2019
Q3 | $441K | Hold |
18,220
| – | – | 0.04% | 189 |
|
|
2019
Q2 | $414K | Sell |
18,220
-1,480
| -8% | -$33.6K | 0.03% | 181 |
|
|
2019
Q1 | $440K | Buy |
19,700
+650
| +3% | +$14.5K | 0.04% | 174 |
|
|
2018
Q4 | $375K | Buy |
+19,050
| New | +$375K | 0.04% | 160 |
|
|
2018
Q3 | – | Sell |
-18,490
| Closed | -$401K | – | 244 |
|
|
2018
Q2 | $401K | Sell |
18,490
-1,811
| -9% | -$39.3K | 0.04% | 168 |
|
|
2018
Q1 | $425K | Buy |
20,301
+1,688
| +9% | +$35.3K | 0.04% | 167 |
|
|
2017
Q4 | $397K | Buy |
18,613
+3,083
| +20% | +$65.8K | 0.04% | 174 |
|
|
2017
Q3 | $337K | Buy |
15,530
+707
| +5% | +$15.3K | 0.04% | 172 |
|
|
2017
Q2 | $332K | Buy |
14,823
+2,860
| +24% | +$64.1K | 0.04% | 178 |
|
|
2017
Q1 | $270K | Buy |
11,963
+2,347
| +24% | +$53K | 0.03% | 182 |
|
|
2016
Q4 | $211K | Buy |
+9,616
| New | +$211K | 0.03% | 196 |
|