SIA
Schechter Investment Advisors’s Starwood Property Trust STWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $347K | Buy |
17,570
+423
| +2% | +$8.36K | 0.03% | 444 |
|
|
2024
Q4 | $325K | Buy |
17,147
+910
| +6% | +$17.2K | 0.02% | 472 |
|
|
2024
Q3 | $331K | Buy |
16,237
+383
| +2% | +$7.81K | 0.02% | 477 |
|
|
2024
Q2 | $300K | Buy |
15,854
+384
| +2% | +$7.27K | 0.02% | 475 |
|
|
2024
Q1 | $315K | Buy |
15,470
+345
| +2% | +$7.01K | 0.02% | 488 |
|
|
2023
Q4 | $318K | Buy |
15,125
+366
| +2% | +$7.69K | 0.03% | 453 |
|
|
2023
Q3 | $286K | Buy |
14,759
+342
| +2% | +$6.62K | 0.03% | 463 |
|
|
2023
Q2 | $280K | Buy |
14,417
+573
| +4% | +$11.1K | 0.03% | 501 |
|
|
2023
Q1 | $245K | Buy |
13,844
+249
| +2% | +$4.41K | 0.02% | 569 |
|
|
2022
Q4 | $249K | Sell |
13,595
-2,589
| -16% | -$47.5K | 0.02% | 691 |
|
|
2022
Q3 | $295K | Buy |
16,184
+536
| +3% | +$9.77K | 0.03% | 708 |
|
|
2022
Q2 | $327K | Buy |
15,648
+2,871
| +22% | +$60K | 0.03% | 673 |
|
|
2022
Q1 | $309K | Buy |
12,777
+2,647
| +26% | +$64K | 0.03% | 698 |
|
|
2021
Q4 | $247K | Buy |
+10,130
| New | +$247K | 0.02% | 742 |
|