Jeppson Wealth Management’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 | $378K | Sell |
18,817
-1,425
| -7% | -$28.6K | 0.13% | 137 |
|
|
2025
Q1 | $400K | Sell |
20,242
-380
| -2% | -$7.51K | 0.15% | 134 |
|
|
2024
Q4 | $391K | Buy |
20,622
+300
| +1% | +$5.69K | 0.14% | 134 |
|
|
2024
Q3 | $414K | Sell |
20,322
-219
| -1% | -$4.46K | 0.15% | 130 |
|
|
2024
Q2 | $389K | Sell |
20,541
-439
| -2% | -$8.32K | 0.15% | 133 |
|
|
2024
Q1 | $427K | Sell |
20,980
-80
| -0.4% | -$1.63K | 0.17% | 126 |
|
|
2023
Q4 | $443K | Buy |
21,060
+753
| +4% | +$15.8K | 0.18% | 122 |
|
|
2023
Q3 | $393K | Buy |
20,307
+2,285
| +13% | +$44.2K | 0.18% | 122 |
|
|
2023
Q2 | $350K | Buy |
18,022
+2,402
| +15% | +$46.6K | 0.15% | 136 |
|
|
2023
Q1 | $276K | Sell |
15,620
-2,915
| -16% | -$51.6K | 0.12% | 153 |
|
|
2022
Q4 | $340K | Sell |
18,535
-8,138
| -31% | -$149K | 0.14% | 138 |
|
|
2022
Q3 | $486K | Buy |
26,673
+2,701
| +11% | +$49.2K | 0.22% | 98 |
|
|
2022
Q2 | $501K | Buy |
+23,972
| New | +$501K | 0.22% | 100 |
|
|
2020
Q4 | – | Sell |
-3,425
| Closed | -$52K | – | 405 |
|
|
2020
Q3 | $52K | Buy |
+3,425
| New | +$52K | 0.04% | 220 |
|