Icon 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 | $932K | Buy |
46,448
+8,248
| +22% | +$166K | 0.07% | 178 |
|
|
2025
Q1 | $755K | Buy |
38,200
+3,200
| +9% | +$63.3K | 0.06% | 171 |
|
|
2024
Q4 | $663K | Sell |
35,000
-2,100
| -6% | -$39.8K | 0.05% | 182 |
|
|
2024
Q3 | $756K | Buy |
37,100
+500
| +1% | +$10.2K | 0.06% | 167 |
|
|
2024
Q2 | $730K | Buy |
36,600
+3,100
| +9% | +$61.8K | 0.06% | 166 |
|
|
2024
Q1 | $681K | Buy |
33,500
+400
| +1% | +$8.13K | 0.06% | 171 |
|
|
2023
Q4 | $696K | Buy |
+33,100
| New | +$696K | 0.07% | 153 |
|
|
2022
Q4 | $249K | Hold |
13,600
| – | – | 0.03% | 277 |
|
|
2022
Q3 | $248K | Buy |
+13,600
| New | +$248K | 0.03% | 270 |
|