JWM
JGP Wealth Management’s Starwood Property Trust STWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-66,359
| Closed | -$1.64M | – | 165 |
|
|
2021
Q1 | $1.64M | Buy |
66,359
+167
| +0.3% | +$4.13K | 0.37% | 52 |
|
|
2020
Q4 | $1.33M | Buy |
66,192
+1,709
| +3% | +$34.4K | 0.31% | 57 |
|
|
2020
Q3 | $991K | Buy |
64,483
+3,147
| +5% | +$48.4K | 0.26% | 65 |
|
|
2020
Q2 | $851K | Buy |
61,336
+5,364
| +10% | +$74.4K | 0.25% | 66 |
|
|
2020
Q1 | $705K | Sell |
55,972
-73
| -0.1% | -$919 | 0.25% | 75 |
|
|
2019
Q4 | $1.39M | Buy |
56,045
+331
| +0.6% | +$8.2K | 0.41% | 60 |
|
|
2019
Q3 | $1.33M | Sell |
55,714
-189
| -0.3% | -$4.51K | 0.46% | 60 |
|
|
2019
Q2 | $1.27M | Buy |
55,903
+197
| +0.4% | +$4.48K | 0.45% | 61 |
|
|
2019
Q1 | $1.25M | Buy |
55,706
+3,047
| +6% | +$68.1K | 0.47% | 63 |
|
|
2018
Q4 | $1.04M | Buy |
52,659
+80
| +0.2% | +$1.58K | 0.43% | 66 |
|
|
2018
Q3 | $1.13M | Sell |
52,579
-549
| -1% | -$11.8K | 0.45% | 67 |
|
|
2018
Q2 | $1.15M | Buy |
+53,128
| New | +$1.15M | 0.48% | 69 |
|