Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Hold |
13,900
| – | – | 0.04% | 154 |
|
|
2025
Q1 | $275K | Hold |
13,900
| – | – | 0.05% | 151 |
|
|
2024
Q4 | $263K | Sell |
13,900
-2,500
| -15% | -$47.4K | 0.04% | 154 |
|
|
2024
Q3 | $334K | Buy |
16,400
+1,000
| +6% | +$20.4K | 0.06% | 140 |
|
|
2024
Q2 | $292K | Sell |
15,400
-5,500
| -26% | -$104K | 0.05% | 148 |
|
|
2024
Q1 | $425K | Hold |
20,900
| – | – | 0.08% | 122 |
|
|
2023
Q4 | $439K | Sell |
20,900
-1,024
| -5% | -$21.5K | 0.1% | 116 |
|
|
2023
Q3 | $424K | Buy |
21,924
+2,524
| +13% | +$48.8K | 0.11% | 114 |
|
|
2023
Q2 | $376K | Sell |
19,400
-2,000
| -9% | -$38.8K | 0.09% | 131 |
|
|
2023
Q1 | $379K | Sell |
21,400
-4,500
| -17% | -$79.6K | 0.09% | 127 |
|
|
2022
Q4 | $475K | Sell |
25,900
-5,100
| -16% | -$93.5K | 0.12% | 119 |
|
|
2022
Q3 | $565K | Sell |
31,000
-1,500
| -5% | -$27.3K | 0.16% | 102 |
|
|
2022
Q2 | $679K | Buy |
32,500
+20,000
| +160% | +$418K | 0.18% | 99 |
|
|
2022
Q1 | $302K | Buy |
12,500
+1,000
| +9% | +$24.2K | 0.07% | 166 |
|
|
2021
Q4 | $279K | Sell |
11,500
-2,500
| -18% | -$60.7K | 0.07% | 168 |
|
|
2021
Q3 | $342K | Hold |
14,000
| – | – | 0.1% | 147 |
|
|
2021
Q2 | $366K | Hold |
14,000
| – | – | 0.1% | 142 |
|
|
2021
Q1 | $346K | Hold |
14,000
| – | – | 0.11% | 132 |
|
|
2020
Q4 | $270K | Buy |
+14,000
| New | +$270K | 0.1% | 149 |
|
|
2019
Q1 | – | Sell |
-2,500
| Closed | -$49K | – | 357 |
|
|
2018
Q4 | $49K | Buy |
+2,500
| New | +$49K | 0.04% | 255 |
|