GoalVest Advisory’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 | $1.21M | Buy |
60,500
+1,454
| +2% | +$29.2K | 0.3% | 64 |
|
|
2025
Q1 | $1.17M | Buy |
59,046
+11,044
| +23% | +$218K | 0.32% | 66 |
|
|
2024
Q4 | $910K | Buy |
48,002
+1,896
| +4% | +$35.9K | 0.25% | 66 |
|
|
2024
Q3 | $940K | Buy |
46,106
+3,440
| +8% | +$70.1K | 0.27% | 65 |
|
|
2024
Q2 | $808K | Buy |
42,666
+3,156
| +8% | +$59.8K | 0.26% | 65 |
|
|
2024
Q1 | $803K | Buy |
39,510
+222
| +0.6% | +$4.51K | 0.27% | 66 |
|
|
2023
Q4 | $826K | Sell |
39,288
-22
| -0.1% | -$462 | 0.36% | 50 |
|
|
2023
Q3 | $761K | Buy |
39,310
+1,365
| +4% | +$26.4K | 0.38% | 49 |
|
|
2023
Q2 | $736K | Sell |
37,945
-12,755
| -25% | -$247K | 0.38% | 57 |
|
|
2023
Q1 | $897K | Buy |
50,700
+5,388
| +12% | +$95.3K | 0.53% | 52 |
|
|
2022
Q4 | $831K | Buy |
45,312
+4,260
| +10% | +$78.1K | 0.54% | 49 |
|
|
2022
Q3 | $748K | Buy |
41,052
+6,430
| +19% | +$117K | 0.52% | 54 |
|
|
2022
Q2 | $740K | Buy |
+34,622
| New | +$740K | 0.47% | 72 |
|