Lenox Wealth Advisors’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $24K | Hold |
1,043
| – | – | ﹤0.01% | 353 |
|
|
2021
Q4 | $25K | Hold |
1,043
| – | – | ﹤0.01% | 360 |
|
|
2021
Q3 | $25K | Hold |
1,043
| – | – | ﹤0.01% | 330 |
|
|
2021
Q2 | $27K | Hold |
1,043
| – | – | ﹤0.01% | 318 |
|
|
2021
Q1 | $26K | Hold |
1,043
| – | – | ﹤0.01% | 271 |
|
|
2020
Q4 | $20K | Hold |
1,043
| – | – | ﹤0.01% | 321 |
|
|
2020
Q3 | $16K | Hold |
1,043
| – | – | ﹤0.01% | 321 |
|
|
2020
Q2 | $16K | Hold |
1,043
| – | – | ﹤0.01% | 326 |
|
|
2020
Q1 | $11K | Sell |
1,043
-950
| -48% | -$10K | ﹤0.01% | 332 |
|
|
2019
Q4 | $50K | Buy |
1,993
+950
| +91% | +$23.8K | 0.01% | 177 |
|
|
2019
Q3 | $25K | Buy |
+1,043
| New | +$25K | ﹤0.01% | 261 |
|
|
2018
Q3 | – | Sell |
-50
| Closed | -$1K | – | 510 |
|
|
2018
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 528 |
|