J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $56.9M | Buy |
2,941,284
+1,349,284
| +85% | +$26.1M | 0.16% | 142 |
|
|
2023
Q2 | $30.9M | Sell |
1,592,000
-1,536,789
| -49% | -$29.8M | 0.16% | 121 |
|
|
2023
Q1 | $55.3M | Buy |
3,128,789
+709,840
| +29% | +$12.6M | 0.12% | 177 |
|
|
2022
Q4 | $44.3M | Sell |
2,418,949
-447,176
| -16% | -$8.2M | 0.1% | 191 |
|
|
2022
Q3 | $52.2M | Buy |
2,866,125
+129,476
| +5% | +$2.36M | 0.14% | 160 |
|
|
2022
Q2 | $57.2M | Buy |
2,736,649
+136,428
| +5% | +$2.85M | 0.15% | 156 |
|
|
2022
Q1 | $62.8M | Buy |
2,600,221
+325,646
| +14% | +$7.87M | 0.14% | 162 |
|
|
2021
Q4 | $55.3M | Sell |
2,274,575
-5,986
| -0.3% | -$145K | 0.12% | 180 |
|
|
2021
Q3 | $55.7M | Buy |
2,280,561
+390,357
| +21% | +$9.53M | 0.14% | 166 |
|
|
2021
Q2 | $49.5M | Buy |
1,890,204
+543,209
| +40% | +$14.2M | 0.13% | 174 |
|
|
2021
Q1 | $33.3M | Sell |
1,346,995
-276,424
| -17% | -$6.84M | 0.11% | 194 |
|
|
2020
Q4 | $31.3M | Buy |
1,623,419
+542,882
| +50% | +$10.5M | 0.1% | 198 |
|
|
2020
Q3 | $16.3M | Buy |
1,080,537
+406,832
| +60% | +$6.14M | 0.06% | 246 |
|
|
2020
Q2 | $10.1M | Sell |
673,705
-48,965
| -7% | -$733K | 0.05% | 284 |
|
|
2020
Q1 | $7.41M | Buy |
722,670
+99,399
| +16% | +$1.02M | 0.04% | 300 |
|
|
2019
Q4 | $15.5M | Buy |
623,271
+145,430
| +30% | +$3.62M | 0.07% | 240 |
|
|
2019
Q3 | $11.6M | Buy |
477,841
+114,122
| +31% | +$2.76M | 0.06% | 262 |
|
|
2019
Q2 | $8.26M | Sell |
363,719
-12,467
| -3% | -$283K | 0.05% | 302 |
|
|
2019
Q1 | $8.41M | Sell |
376,186
-260,436
| -41% | -$5.82M | 0.04% | 308 |
|
|
2018
Q4 | $12.5M | Sell |
636,622
-2,113
| -0.3% | -$41.6K | 0.08% | 229 |
|
|
2018
Q3 | $13.7M | Buy |
638,735
+317,632
| +99% | +$6.84M | 0.07% | 247 |
|
|
2018
Q2 | $6.97M | Buy |
+321,103
| New | +$6.97M | 0.04% | 335 |
|
|
2016
Q2 | – | Sell |
-35,410
| Closed | -$670K | – | 1311 |
|
|
2016
Q1 | $670K | Buy |
+35,410
| New | +$670K | 0.01% | 662 |
|