M Holdings Securities’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 | $214K | Buy |
+10,672
| New | +$214K | 0.04% | 155 |
|
2025
Q1 | – | Sell |
-11,046
| Closed | -$209K | – | 151 |
|
2024
Q4 | $209K | Buy |
11,046
+1,000
| +10% | +$18.9K | 0.03% | 132 |
|
2024
Q3 | $205K | Sell |
10,046
-330
| -3% | -$6.73K | 0.05% | 90 |
|
2024
Q2 | $197K | Buy |
+10,376
| New | +$197K | 0.03% | 287 |
|
2022
Q4 | – | Sell |
-12,011
| Closed | -$219K | – | 470 |
|
2022
Q3 | $219K | Buy |
12,011
+461
| +4% | +$8.41K | 0.02% | 385 |
|
2022
Q2 | $241K | Buy |
11,550
+1,181
| +11% | +$24.6K | 0.02% | 375 |
|
2022
Q1 | $251K | Buy |
+10,369
| New | +$251K | 0.02% | 433 |
|
2018
Q1 | – | Sell |
-16,969
| Closed | -$362K | – | 336 |
|
2017
Q4 | $362K | Buy |
+16,969
| New | +$362K | 0.11% | 224 |
|