IHT Wealth Management’s Starwood Property Trust STWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
11,267
+209
| +2% | +$4.2K | 0.01% | 1030 |
|
|
2025
Q1 | $219K | Sell |
11,058
-253
| -2% | -$5K | 0.01% | 992 |
|
|
2024
Q4 | $214K | Sell |
11,311
-2,455
| -18% | -$46.5K | 0.01% | 998 |
|
|
2024
Q3 | $280K | Buy |
+13,766
| New | +$280K | 0.01% | 939 |
|
|
2024
Q1 | – | Sell |
-11,409
| Closed | -$240K | – | 1063 |
|
|
2023
Q4 | $240K | Sell |
11,409
-2,509
| -18% | -$52.7K | 0.01% | 850 |
|
|
2023
Q3 | $269K | Buy |
13,918
+100
| +0.7% | +$1.94K | 0.01% | 773 |
|
|
2023
Q2 | $268K | Buy |
13,818
+115
| +0.8% | +$2.23K | 0.01% | 768 |
|
|
2023
Q1 | $242K | Buy |
13,703
+98
| +0.7% | +$1.73K | 0.01% | 772 |
|
|
2022
Q4 | $249K | Buy |
13,605
+1,198
| +10% | +$22K | 0.02% | 731 |
|
|
2022
Q3 | $226K | Buy |
+12,407
| New | +$226K | 0.02% | 735 |
|
|
2022
Q1 | – | Sell |
-8,946
| Closed | -$217K | – | 846 |
|
|
2021
Q4 | $217K | Buy |
+8,946
| New | +$217K | 0.02% | 724 |
|
|
2021
Q3 | – | Sell |
-23,609
| Closed | -$618K | – | 960 |
|
|
2021
Q2 | $618K | Buy |
23,609
+509
| +2% | +$13.3K | 0.04% | 455 |
|
|
2021
Q1 | $571K | Buy |
23,100
+604
| +3% | +$14.9K | 0.04% | 412 |
|
|
2020
Q4 | $434K | Buy |
+22,496
| New | +$434K | 0.04% | 456 |
|
|
2020
Q1 | – | Sell |
-8,120
| Closed | -$202K | – | 650 |
|
|
2019
Q4 | $202K | Buy |
+8,120
| New | +$202K | 0.02% | 567 |
|
|
2018
Q2 | – | Sell |
-5,984
| Closed | -$124K | – | 1238 |
|
|
2018
Q1 | $124K | Hold |
5,984
| – | – | 0.03% | 435 |
|
|
2017
Q4 | $126K | Buy |
5,984
+1,527
| +34% | +$32.2K | 0.03% | 437 |
|
|
2017
Q3 | $97K | Sell |
4,457
-65
| -1% | -$1.42K | 0.04% | 363 |
|
|
2017
Q2 | $33 | Buy |
4,522
+4,051
| +860% | +$30 | 0.02% | 634 |
|
|
2017
Q1 | $11K | Sell |
471
-444
| -49% | -$10.4K | 0.01% | 821 |
|
|
2016
Q4 | $20K | Buy |
+915
| New | +$20K | 0.02% | 641 |
|