Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $665K | Hold |
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|
2023
Q2 | $667K | Buy |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $330K | Hold |
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|
2021
Q3 | $332K | Hold |
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|
2021
Q2 | $356K | Hold |
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|
2021
Q1 | $336K | Hold |
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|
2020
Q4 | $262K | Hold |
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|
2020
Q3 | $205K | Hold |
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|
2020
Q2 | $203K | Hold |
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|
2020
Q1 | $139K | Hold |
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|
2019
Q4 | $338K | Buy |
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|
2019
Q3 | $230K | Hold |
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|
2019
Q2 | $216K | Hold |
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|
2019
Q1 | $212K | Hold |
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|
2018
Q4 | $187K | Hold |
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|
2018
Q3 | $204K | Buy |
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|
2018
Q2 | $54K | Buy |
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