Heritage Wealth Advisors’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 | $25.1K | Hold |
1,250
| – | – | ﹤0.01% | 351 |
|
|
2025
Q1 | $24.7K | Hold |
1,250
| – | – | ﹤0.01% | 351 |
|
|
2024
Q4 | $23.7K | Hold |
1,250
| – | – | ﹤0.01% | 375 |
|
|
2024
Q3 | $25.5K | Buy |
1,250
+300
| +32% | +$6.11K | ﹤0.01% | 379 |
|
|
2024
Q2 | $18K | Hold |
950
| – | – | ﹤0.01% | 383 |
|
|
2024
Q1 | $19.3K | Hold |
950
| – | – | ﹤0.01% | 399 |
|
|
2023
Q4 | $20K | Buy |
+950
| New | +$20K | ﹤0.01% | 411 |
|