Plante Moran 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 | $1K | Hold |
50
| – | – | ﹤0.01% | 698 |
|
|
2025
Q1 | $989 | Hold |
50
| – | – | ﹤0.01% | 725 |
|
|
2024
Q4 | $948 | Hold |
50
| – | – | ﹤0.01% | 823 |
|
|
2024
Q3 | $1.02K | Hold |
50
| – | – | ﹤0.01% | 780 |
|
|
2024
Q2 | $947 | Hold |
50
| – | – | ﹤0.01% | 727 |
|
|
2024
Q1 | $1.02K | Hold |
50
| – | – | ﹤0.01% | 789 |
|
|
2023
Q4 | $1.05K | Hold |
50
| – | – | ﹤0.01% | 758 |
|
|
2023
Q3 | $968 | Hold |
50
| – | – | ﹤0.01% | 693 |
|
|
2023
Q2 | $970 | Hold |
50
| – | – | ﹤0.01% | 732 |
|
|
2023
Q1 | $885 | Hold |
50
| – | – | ﹤0.01% | 740 |
|
|
2022
Q4 | $917 | Hold |
50
| – | – | ﹤0.01% | 771 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 831 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 941 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 788 |
|
|
2021
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 977 |
|
|
2021
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 905 |
|
|
2021
Q2 | $1K | Sell |
50
-3,685
| -99% | -$73.7K | ﹤0.01% | 921 |
|
|
2021
Q1 | $92K | Buy |
3,735
+3,685
| +7,370% | +$90.8K | 0.03% | 256 |
|
|
2020
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 854 |
|
|
2020
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 820 |
|
|
2020
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 721 |
|
|
2020
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 705 |
|
|
2019
Q3 | – | Sell |
-191
| Closed | -$4K | – | 905 |
|
|
2019
Q2 | $4K | Buy |
+191
| New | +$4K | ﹤0.01% | 676 |
|
|
2016
Q1 | – | Sell |
-340
| Closed | -$7K | – | 1016 |
|
|
2015
Q4 | $7K | Buy |
+340
| New | +$7K | 0.01% | 652 |
|
|
2014
Q2 | – | Sell |
-351
| Closed | -$8K | – | 850 |
|
|
2014
Q1 | $8K | Sell |
351
-84
| -19% | -$1.92K | 0.01% | 411 |
|
|
2013
Q4 | $10K | Hold |
435
| – | – | 0.01% | 455 |
|
|
2013
Q3 | $8K | Hold |
435
| – | – | ﹤0.01% | 424 |
|
|
2013
Q2 | $9K | Buy |
+435
| New | +$9K | 0.01% | 368 |
|