GoalVest Advisory’s Starwood Property Trust STWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.26M Buy
2025
Q2
$1.21M Buy
2025
Q1
$1.17M Buy
2024
Q4
$910K Buy
2024
Q3
$940K Buy
2024
Q2
$808K Buy
2024
Q1
$803K Buy
2023
Q4
$826K Sell
2023
Q3
$761K Buy
2023
Q2
$736K Sell
2023
Q1
$897K Buy
2022
Q4
$831K Buy
2022
Q3
$748K Buy
2022
Q2
$740K Buy