KCS Wealth Advisory’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-22,225
| Closed | -$438K | – | 155 |
|
|
2018
Q4 | $438K | Buy |
22,225
+523
| +2% | +$10.3K | 0.46% | 96 |
|
|
2018
Q3 | $467K | Buy |
21,702
+582
| +3% | +$12.5K | 0.43% | 100 |
|
|
2018
Q2 | $459K | Buy |
21,120
+710
| +3% | +$15.4K | 0.43% | 99 |
|
|
2018
Q1 | $428K | Buy |
20,410
+5,123
| +34% | +$107K | 0.39% | 106 |
|
|
2017
Q4 | $326K | Buy |
+15,287
| New | +$326K | 0.32% | 115 |
|