Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-26,480
| Closed | -$468K | – | 282 |
|
|
2023
Q1 | $468K | Sell |
26,480
-312
| -1% | -$5.52K | 0.08% | 181 |
|
|
2022
Q4 | $491K | Hold |
26,792
| – | – | 0.09% | 169 |
|
|
2022
Q3 | $488K | Buy |
26,792
+642
| +2% | +$11.7K | 0.1% | 158 |
|
|
2022
Q2 | $546K | Sell |
26,150
-1,160
| -4% | -$24.2K | 0.11% | 159 |
|
|
2022
Q1 | $660K | Buy |
+27,310
| New | +$660K | 0.11% | 167 |
|
|
2018
Q4 | – | Sell |
-690
| Closed | -$15K | – | 532 |
|
|
2018
Q3 | $15K | Hold |
690
| – | – | ﹤0.01% | 431 |
|
|
2018
Q2 | $15K | Hold |
690
| – | – | ﹤0.01% | 442 |
|
|
2018
Q1 | $14K | Hold |
690
| – | – | ﹤0.01% | 438 |
|
|
2017
Q4 | $15K | Hold |
690
| – | – | ﹤0.01% | 486 |
|
|
2017
Q3 | $15K | Hold |
690
| – | – | ﹤0.01% | 463 |
|
|
2017
Q2 | $15K | Buy |
+690
| New | +$15K | ﹤0.01% | 424 |
|
|
2016
Q1 | – | Sell |
-150
| Closed | -$3K | – | 517 |
|
|
2015
Q4 | $3K | Sell |
150
-6,450
| -98% | -$129K | ﹤0.01% | 385 |
|
|
2015
Q3 | $135K | Buy |
+6,600
| New | +$135K | 0.07% | 160 |
|