Optimum Investment 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 | $4.01K | Hold |
200
| – | – | ﹤0.01% | 560 |
|
|
2025
Q1 | $3.95K | Hold |
200
| – | – | ﹤0.01% | 573 |
|
|
2024
Q4 | $3.79K | Hold |
200
| – | – | ﹤0.01% | 565 |
|
|
2024
Q3 | $4.08K | Hold |
200
| – | – | ﹤0.01% | 581 |
|
|
2024
Q2 | $3.79K | Hold |
200
| – | – | ﹤0.01% | 576 |
|
|
2024
Q1 | $4.07K | Buy |
+200
| New | +$4.07K | ﹤0.01% | 577 |
|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$45K | – | 1019 |
|
|
2019
Q2 | $45K | Buy |
2,000
+800
| +67% | +$18K | 0.01% | 526 |
|
|
2019
Q1 | $27K | Hold |
1,200
| – | – | 0.01% | 640 |
|
|
2018
Q4 | $24K | Buy |
+1,200
| New | +$24K | 0.01% | 621 |
|
|
2015
Q1 | $24K | Hold |
1,000
| – | – | 0.01% | 653 |
|
|
2014
Q4 | $23K | Hold |
1,000
| – | – | 0.01% | 681 |
|
|
2014
Q3 | $23K | Buy |
+1,000
| New | +$23K | 0.01% | 618 |
|