SFA
Sequoia Financial Advisors’s Starwood Property Trust STWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-112,824
| Closed | -$2.18M | – | 464 |
|
|
2020
Q4 | $2.18M | Buy |
112,824
+13,693
| +14% | +$264K | 0.1% | 119 |
|
|
2020
Q3 | $1.5M | Buy |
99,131
+28,851
| +41% | +$435K | 0.08% | 130 |
|
|
2020
Q2 | $1.05M | Buy |
70,280
+10,212
| +17% | +$153K | 0.06% | 141 |
|
|
2020
Q1 | $616K | Buy |
60,068
+27,478
| +84% | +$282K | 0.05% | 167 |
|
|
2019
Q4 | $810K | Buy |
32,590
+9,170
| +39% | +$228K | 0.05% | 160 |
|
|
2019
Q3 | $567K | Buy |
23,420
+6,857
| +41% | +$166K | 0.04% | 182 |
|
|
2019
Q2 | $376K | Buy |
16,563
+5,706
| +53% | +$130K | 0.03% | 243 |
|
|
2019
Q1 | $243K | Buy |
+10,857
| New | +$243K | 0.02% | 310 |
|
|
2018
Q1 | – | Sell |
-10,444
| Closed | -$223K | – | 325 |
|
|
2017
Q4 | $223K | Sell |
10,444
-4,682
| -31% | -$100K | 0.02% | 269 |
|
|
2017
Q3 | $329K | Sell |
15,126
-1,443
| -9% | -$31.4K | 0.04% | 200 |
|
|
2017
Q2 | $371K | Sell |
16,569
-3,636
| -18% | -$81.4K | 0.05% | 177 |
|
|
2017
Q1 | $456K | Sell |
20,205
-1,926
| -9% | -$43.5K | 0.06% | 148 |
|
|
2016
Q4 | $486K | Buy |
22,131
+6,974
| +46% | +$153K | 0.07% | 140 |
|
|
2016
Q3 | $341K | Sell |
15,157
-1,866
| -11% | -$42K | 0.06% | 154 |
|
|
2016
Q2 | $353K | Buy |
+17,023
| New | +$353K | 0.1% | 151 |
|