Montag & Associates’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 | $8.03K | Hold |
400
| – | – | ﹤0.01% | 758 |
|
|
2025
Q1 | $7.91K | Hold |
400
| – | – | ﹤0.01% | 810 |
|
|
2024
Q4 | $7.77K | Hold |
400
| – | – | ﹤0.01% | 805 |
|
|
2024
Q3 | $8.34K | Hold |
400
| – | – | ﹤0.01% | 824 |
|
|
2024
Q2 | $7.77K | Hold |
400
| – | – | ﹤0.01% | 791 |
|
|
2024
Q1 | $8.32K | Hold |
400
| – | – | ﹤0.01% | 774 |
|
|
2023
Q4 | $8.6K | Hold |
400
| – | – | ﹤0.01% | 782 |
|
|
2023
Q3 | $7.93K | Hold |
400
| – | – | ﹤0.01% | 765 |
|
|
2023
Q2 | $7.95K | Hold |
400
| – | – | ﹤0.01% | 774 |
|
|
2023
Q1 | $7.27K | Hold |
400
| – | – | ﹤0.01% | 775 |
|
|
2022
Q4 | $7.52K | Hold |
400
| – | – | ﹤0.01% | 773 |
|
|
2022
Q3 | $7K | Hold |
400
| – | – | ﹤0.01% | 765 |
|
|
2022
Q2 | $9K | Hold |
400
| – | – | ﹤0.01% | 705 |
|
|
2022
Q1 | $10K | Hold |
400
| – | – | ﹤0.01% | 721 |
|
|
2021
Q4 | $10K | Sell |
400
-7,500
| -95% | -$188K | ﹤0.01% | 729 |
|
|
2021
Q3 | $193K | Hold |
7,900
| – | – | 0.01% | 386 |
|
|
2021
Q2 | $207K | Buy |
7,900
+400
| +5% | +$10.5K | 0.01% | 381 |
|
|
2021
Q1 | $186K | Hold |
7,500
| – | – | 0.01% | 395 |
|
|
2020
Q4 | $145K | Buy |
+7,500
| New | +$145K | 0.01% | 406 |
|