New England Private 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 | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-10,409
| Closed | -$214K | – | 128 |
|
2015
Q3 | $214K | Buy |
10,409
+9
| +0.1% | +$185 | 0.09% | 99 |
|
2015
Q2 | $225K | Hold |
10,400
| – | – | 0.09% | 94 |
|
2015
Q1 | $252K | Buy |
10,400
+400
| +4% | +$9.69K | 0.1% | 88 |
|
2014
Q4 | $234K | Hold |
10,000
| – | – | 0.09% | 90 |
|
2014
Q3 | $220K | Hold |
10,000
| – | – | 0.09% | 90 |
|
2014
Q2 | $238K | Hold |
10,000
| – | – | 0.1% | 89 |
|
2014
Q1 | $236K | Sell |
10,000
-2,402
| -19% | -$56.7K | 0.1% | 85 |
|
2013
Q4 | $278K | Hold |
12,402
| – | – | 0.13% | 72 |
|
2013
Q3 | $240K | Hold |
12,402
| – | – | 0.13% | 65 |
|
2013
Q2 | $248K | Buy |
+12,402
| New | +$248K | 0.16% | 57 |
|