Geneos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.3K | Sell |
1,113
-1,295
| -54% | -$26K | ﹤0.01% | 1978 |
|
|
2025
Q1 | $47.6K | Buy |
2,408
+1,494
| +163% | +$29.5K | ﹤0.01% | 1945 |
|
|
2024
Q4 | $17.3K | Buy |
914
+734
| +408% | +$13.9K | ﹤0.01% | 1801 |
|
|
2024
Q3 | $3.67K | Sell |
180
-220
| -55% | -$4.48K | ﹤0.01% | 2152 |
|
|
2024
Q2 | $7.58K | Sell |
400
-100
| -20% | -$1.89K | ﹤0.01% | 1615 |
|
|
2024
Q1 | $10.2K | Hold |
500
| – | – | ﹤0.01% | 1543 |
|
|
2023
Q4 | $10.5K | Hold |
500
| – | – | ﹤0.01% | 1539 |
|
|
2023
Q3 | $9.68K | Hold |
500
| – | – | ﹤0.01% | 1576 |
|
|
2023
Q2 | $9.7K | Hold |
500
| – | – | ﹤0.01% | 1584 |
|
|
2023
Q1 | $8.85K | Buy |
500
+100
| +25% | +$1.77K | ﹤0.01% | 1584 |
|
|
2022
Q4 | $7.33K | Hold |
400
| – | – | ﹤0.01% | 1613 |
|
|
2022
Q3 | $7K | Sell |
400
-7,879
| -95% | -$138K | ﹤0.01% | 1621 |
|
|
2022
Q2 | $175K | Sell |
8,279
-26
| -0.3% | -$550 | 0.01% | 795 |
|
|
2022
Q1 | $200K | Buy |
8,305
+4,630
| +126% | +$111K | 0.01% | 808 |
|
|
2021
Q4 | $89K | Hold |
3,675
| – | – | ﹤0.01% | 1218 |
|
|
2021
Q3 | $91K | Hold |
3,675
| – | – | ﹤0.01% | 1215 |
|
|
2021
Q2 | $96K | Sell |
3,675
-11,435
| -76% | -$299K | ﹤0.01% | 1179 |
|
|
2021
Q1 | $390K | Buy |
15,110
+354
| +2% | +$9.14K | 0.01% | 697 |
|
|
2020
Q4 | $99K | Buy |
14,756
+11,481
| +351% | +$77K | ﹤0.01% | 1150 |
|
|
2020
Q3 | $50K | Hold |
3,275
| – | – | ﹤0.01% | 1259 |
|
|
2020
Q2 | $49K | Hold |
3,275
| – | – | ﹤0.01% | 1225 |
|
|
2020
Q1 | $42K | Sell |
3,275
-994
| -23% | -$12.7K | ﹤0.01% | 1198 |
|
|
2019
Q4 | $108K | Hold |
4,269
| – | – | 0.01% | 922 |
|
|
2019
Q3 | $103K | Buy |
4,269
+994
| +30% | +$24K | 0.01% | 885 |
|
|
2019
Q2 | $74K | Buy |
3,275
+225
| +7% | +$5.08K | ﹤0.01% | 1018 |
|
|
2019
Q1 | $68K | Hold |
3,050
| – | – | ﹤0.01% | 1003 |
|
|
2018
Q4 | $60K | Hold |
3,050
| – | – | ﹤0.01% | 1013 |
|
|
2018
Q3 | $65K | Buy |
3,050
+1,550
| +103% | +$33K | ﹤0.01% | 1054 |
|
|
2018
Q2 | $32K | Sell |
1,500
-1,628
| -52% | -$34.7K | ﹤0.01% | 1259 |
|
|
2018
Q1 | $65K | Hold |
3,128
| – | – | 0.01% | 903 |
|
|
2017
Q4 | $66K | Buy |
3,128
+75
| +2% | +$1.58K | 0.01% | 894 |
|
|
2017
Q3 | $66K | Hold |
3,053
| – | – | 0.01% | 842 |
|
|
2017
Q2 | $68K | Sell |
3,053
-60
| -2% | -$1.34K | 0.01% | 821 |
|
|
2017
Q1 | $70K | Buy |
3,113
+60
| +2% | +$1.35K | 0.01% | 771 |
|
|
2016
Q4 | $67K | Buy |
3,053
+73
| +2% | +$1.6K | 0.01% | 730 |
|
|
2016
Q3 | $67K | Sell |
2,980
-76
| -2% | -$1.71K | 0.01% | 711 |
|
|
2016
Q2 | $63K | Sell |
3,056
-1,250
| -29% | -$25.8K | 0.01% | 729 |
|
|
2016
Q1 | $80K | Buy |
+4,306
| New | +$80K | 0.01% | 648 |
|