Lake Street Private Wealth’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 | $1.95M | Sell |
97,275
-14,275
| -13% | -$286K | 0.28% | 76 |
|
|
2025
Q1 | $2.21M | Sell |
111,550
-4,075
| -4% | -$80.6K | 0.36% | 73 |
|
|
2024
Q4 | $2.19M | Sell |
115,625
-16,023
| -12% | -$304K | 0.35% | 68 |
|
|
2024
Q3 | $2.68M | Sell |
131,648
-1,302
| -1% | -$26.5K | 0.43% | 63 |
|
|
2024
Q2 | $2.52M | Sell |
132,950
-150
| -0.1% | -$2.84K | 0.33% | 78 |
|
|
2024
Q1 | $2.71M | Buy |
133,100
+1,200
| +0.9% | +$24.4K | 0.37% | 74 |
|
|
2023
Q4 | $2.77M | Buy |
131,900
+225
| +0.2% | +$4.73K | 0.44% | 65 |
|
|
2023
Q3 | $2.54M | Sell |
131,675
-9,250
| -7% | -$178K | 0.46% | 66 |
|
|
2023
Q2 | $2.73M | Buy |
140,925
+325
| +0.2% | +$6.31K | 0.48% | 61 |
|
|
2023
Q1 | $2.49M | Buy |
+140,600
| New | +$2.49M | 0.46% | 66 |
|
|
2022
Q2 | – | Sell |
-53,875
| Closed | -$1.3M | – | 328 |
|
|
2022
Q1 | $1.3M | Buy |
+53,875
| New | +$1.3M | 0.23% | 108 |
|