HWA
HHM Wealth Advisors’s Starwood Property Trust STWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51K | Hold |
175
| – | – | ﹤0.01% | 716 |
|
|
2025
Q1 | $3.46K | Hold |
175
| – | – | ﹤0.01% | 705 |
|
|
2024
Q4 | $3.32K | Hold |
175
| – | – | ﹤0.01% | 710 |
|
|
2024
Q3 | $3.57K | Sell |
175
-32
| -15% | -$652 | ﹤0.01% | 683 |
|
|
2024
Q2 | $3.92K | Hold |
207
| – | – | ﹤0.01% | 657 |
|
|
2024
Q1 | $4.21K | Sell |
207
-6,200
| -97% | -$126K | ﹤0.01% | 639 |
|
|
2023
Q4 | $135K | Sell |
6,407
-620
| -9% | -$13K | 0.02% | 180 |
|
|
2023
Q3 | $136K | Hold |
7,027
| – | – | 0.03% | 165 |
|
|
2023
Q2 | $136K | Hold |
7,027
| – | – | 0.03% | 170 |
|
|
2023
Q1 | $124K | Hold |
7,027
| – | – | 0.03% | 175 |
|
|
2022
Q4 | $129K | Hold |
7,027
| – | – | 0.03% | 155 |
|
|
2022
Q3 | $128K | Hold |
7,027
| – | – | 0.03% | 147 |
|
|
2022
Q2 | $147K | Buy |
7,027
+132
| +2% | +$2.76K | 0.04% | 157 |
|
|
2022
Q1 | $167K | Hold |
6,895
| – | – | 0.04% | 159 |
|
|
2021
Q4 | $168K | Hold |
6,895
| – | – | 0.04% | 157 |
|
|
2021
Q3 | $168K | Hold |
6,895
| – | – | 0.05% | 145 |
|
|
2021
Q2 | $180K | Buy |
+6,895
| New | +$180K | 0.05% | 148 |
|