PIWA
Prevail Innovative Wealth Advisors’s Starwood Property Trust STWD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.22M | Sell |
160,310
-117,557
| -42% | -$2.36M | 0.72% | 47 |
|
2025
Q1 | $5.49M | Buy |
277,867
+33,486
| +14% | +$662K | 1.46% | 17 |
|
2024
Q4 | $4.63M | Buy |
244,381
+48,355
| +25% | +$916K | 1.34% | 17 |
|
2024
Q3 | $4M | Buy |
+196,026
| New | +$4M | 1.22% | 22 |
|
2023
Q3 | – | Sell |
-10,342
| Closed | -$201K | – | 155 |
|
2023
Q2 | $201K | Buy |
+10,342
| New | +$201K | 0.11% | 101 |
|