SWM
RWT
Sculati Wealth Management’s Redwood Trust RWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
184,390
-3,155
| -2% | -$18.6K | 0.41% | 67 |
|
|
2025
Q1 | $1.14M | Buy |
187,545
+18,797
| +11% | +$114K | 0.46% | 56 |
|
|
2024
Q4 | $1.1M | Sell |
168,748
-2,793
| -2% | -$18.2K | 0.44% | 56 |
|
|
2024
Q3 | $1.33M | Sell |
171,541
-7,327
| -4% | -$56.6K | 0.53% | 49 |
|
|
2024
Q2 | $1.16M | Buy |
178,868
+7,709
| +5% | +$50K | 0.5% | 54 |
|
|
2024
Q1 | $1.09M | Buy |
171,159
+8,355
| +5% | +$53.2K | 0.47% | 58 |
|
|
2023
Q4 | $1.21M | Buy |
162,804
+10,150
| +7% | +$75.2K | 0.56% | 57 |
|
|
2023
Q3 | $1.09M | Buy |
152,654
+7,135
| +5% | +$50.9K | 0.56% | 60 |
|
|
2023
Q2 | $927K | Sell |
145,519
-1,754
| -1% | -$11.2K | 0.47% | 63 |
|
|
2023
Q1 | $993K | Buy |
147,273
+11,669
| +9% | +$78.7K | 0.53% | 63 |
|
|
2022
Q4 | $917K | Buy |
135,604
+13,031
| +11% | +$88.1K | 0.52% | 63 |
|
|
2022
Q3 | $704K | Buy |
122,573
+4,501
| +4% | +$25.9K | 0.42% | 69 |
|
|
2022
Q2 | $910K | Buy |
118,072
+10,860
| +10% | +$83.7K | 0.52% | 61 |
|
|
2022
Q1 | $1.13M | Buy |
107,212
+9,231
| +9% | +$97.2K | 0.55% | 60 |
|
|
2021
Q4 | $1.29M | Buy |
97,981
+2,585
| +3% | +$34.1K | 0.62% | 49 |
|
|
2021
Q3 | $1.23M | Buy |
95,396
+17,904
| +23% | +$231K | 0.65% | 49 |
|
|
2021
Q2 | $935K | Sell |
77,492
-1,000
| -1% | -$12.1K | 0.5% | 61 |
|
|
2021
Q1 | $817K | Hold |
78,492
| – | – | 0.47% | 64 |
|
|
2020
Q4 | $689K | Sell |
78,492
-1,375
| -2% | -$12.1K | 0.45% | 55 |
|
|
2020
Q3 | $601K | Hold |
79,867
| – | – | 0.45% | 57 |
|
|
2020
Q2 | $559K | Buy |
79,867
+2,585
| +3% | +$18.1K | 0.47% | 56 |
|
|
2020
Q1 | $391K | Buy |
77,282
+3,250
| +4% | +$16.4K | 0.43% | 58 |
|
|
2019
Q4 | $1.22M | Buy |
+74,032
| New | +$1.22M | 1.1% | 36 |
|