Mutual 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 | $730K | Buy |
36,627
+1,338
| +4% | +$26.7K | 0.02% | 626 |
|
|
2025
Q1 | $666K | Buy |
35,289
+418
| +1% | +$7.89K | 0.02% | 597 |
|
|
2024
Q4 | $671K | Buy |
34,871
+1,562
| +5% | +$30.1K | 0.02% | 607 |
|
|
2024
Q3 | $666K | Buy |
33,309
+228
| +0.7% | +$4.56K | 0.02% | 610 |
|
|
2024
Q2 | $660K | Buy |
33,081
+2,036
| +7% | +$40.6K | 0.02% | 614 |
|
|
2024
Q1 | $631K | Buy |
31,045
+3,343
| +12% | +$68K | 0.02% | 616 |
|
|
2023
Q4 | $582K | Buy |
27,702
+150
| +0.5% | +$3.15K | 0.02% | 615 |
|
|
2023
Q3 | $533K | Sell |
27,552
-853
| -3% | -$16.5K | 0.02% | 605 |
|
|
2023
Q2 | $551K | Buy |
28,405
+3,011
| +12% | +$58.4K | 0.02% | 607 |
|
|
2023
Q1 | $449K | Buy |
25,394
+4,423
| +21% | +$78.2K | 0.02% | 658 |
|
|
2022
Q4 | $384K | Buy |
20,971
+1,710
| +9% | +$31.3K | 0.02% | 665 |
|
|
2022
Q3 | $351K | Buy |
19,261
+3,397
| +21% | +$61.9K | 0.02% | 664 |
|
|
2022
Q2 | $331K | Buy |
15,864
+1,394
| +10% | +$29.1K | 0.02% | 649 |
|
|
2022
Q1 | $350K | Buy |
14,470
+601
| +4% | +$14.5K | 0.02% | 669 |
|
|
2021
Q4 | $337K | Sell |
13,869
-3,787
| -21% | -$92K | 0.02% | 697 |
|
|
2021
Q3 | $431K | Buy |
17,656
+127
| +0.7% | +$3.1K | 0.03% | 588 |
|
|
2021
Q2 | $459K | Buy |
17,529
+5,750
| +49% | +$151K | 0.03% | 557 |
|
|
2021
Q1 | $291K | Buy |
11,779
+178
| +2% | +$4.4K | 0.02% | 636 |
|
|
2020
Q4 | $224K | Sell |
11,601
-292
| -2% | -$5.64K | 0.02% | 669 |
|
|
2020
Q3 | $179K | Buy |
11,893
+226
| +2% | +$3.4K | 0.02% | 638 |
|
|
2020
Q2 | $175K | Buy |
11,667
+1,376
| +13% | +$20.6K | 0.02% | 611 |
|
|
2020
Q1 | $105K | Buy |
10,291
+621
| +6% | +$6.34K | 0.01% | 533 |
|
|
2019
Q4 | $240K | Buy |
9,670
+541
| +6% | +$13.4K | 0.03% | 521 |
|
|
2019
Q3 | $221K | Buy |
9,129
+125
| +1% | +$3.03K | 0.03% | 481 |
|
|
2019
Q2 | $205K | Buy |
+9,004
| New | +$205K | 0.03% | 521 |
|