Peak Financial 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	$480K	Buy	23,899 +1,320	+6%	+$26.5K	0.25%	71
2025 Q1	$446K	Buy	22,579 +94	+0.4%	+$1.86K	0.23%	64
2024 Q4	$426K	Buy	22,485 +220	+1%	+$4.17K	0.22%	63
2024 Q3	$454K	Buy	22,265 +383	+2%	+$7.81K	0.23%	63
2024 Q2	$414K	Buy	+21,882	New	+$414K	0.24%	60