Jeppson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $353K | Sell |
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|
2025
Q2 | $378K | Sell |
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|
2025
Q1 | $400K | Sell |
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|
2024
Q4 | $391K | Buy |
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|
2024
Q3 | $414K | Sell |
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|
2024
Q2 | $389K | Sell |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $443K | Buy |
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|
2023
Q3 | $393K | Buy |
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|
2023
Q2 | $350K | Buy |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $340K | Sell |
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|
2022
Q3 | $486K | Buy |
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|
2022
Q2 | $501K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $52K | Buy |
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