SW
SkyOak Wealth’s Starwood Property Trust STWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Buy |
207,155
+4,983
| +2% | +$100K | 0.84% | 34 |
|
|
2025
Q1 | $4M | Buy |
202,172
+19,619
| +11% | +$388K | 0.88% | 33 |
|
|
2024
Q4 | $3.46M | Buy |
182,553
+23,723
| +15% | +$450K | 0.74% | 37 |
|
|
2024
Q3 | $3.24M | Buy |
158,830
+16,049
| +11% | +$327K | 0.72% | 39 |
|
|
2024
Q2 | $2.7M | Buy |
142,781
+17,024
| +14% | +$322K | 0.63% | 43 |
|
|
2024
Q1 | $2.56M | Sell |
125,757
-4,311
| -3% | -$87.6K | 0.61% | 43 |
|
|
2023
Q4 | $2.73M | Sell |
130,068
-2,193
| -2% | -$46.1K | 0.71% | 34 |
|
|
2023
Q3 | $2.56M | Sell |
132,261
-1,242
| -0.9% | -$24K | 0.75% | 35 |
|
|
2023
Q2 | $2.59M | Sell |
133,503
-695
| -0.5% | -$13.5K | 0.73% | 37 |
|
|
2023
Q1 | $2.37M | Buy |
134,198
+13,596
| +11% | +$241K | 0.72% | 36 |
|
|
2022
Q4 | $2.21M | Buy |
120,602
+10,368
| +9% | +$190K | 0.74% | 36 |
|
|
2022
Q3 | $2.01M | Buy |
110,234
+1,757
| +2% | +$32K | 0.72% | 39 |
|
|
2022
Q2 | $2.27M | Sell |
108,477
-2,037
| -2% | -$42.6K | 0.77% | 37 |
|
|
2022
Q1 | $2.67M | Sell |
110,514
-1,662
| -1% | -$40.2K | 0.74% | 39 |
|
|
2021
Q4 | $2.73M | Sell |
112,176
-440
| -0.4% | -$10.7K | 0.69% | 45 |
|
|
2021
Q3 | $2.75M | Buy |
112,616
+560
| +0.5% | +$13.7K | 0.74% | 35 |
|
|
2021
Q2 | $2.93M | Buy |
112,056
+1,362
| +1% | +$35.7K | 0.78% | 32 |
|
|
2021
Q1 | $2.86M | Sell |
110,694
-79
| -0.1% | -$2.04K | 0.8% | 33 |
|
|
2020
Q4 | $2.14M | Buy |
110,773
+1,703
| +2% | +$32.9K | 0.66% | 49 |
|
|
2020
Q3 | $1.65M | Sell |
109,070
-9,938
| -8% | -$150K | 0.59% | 54 |
|
|
2020
Q2 | $1.78M | Sell |
119,008
-15,185
| -11% | -$227K | 0.66% | 41 |
|
|
2020
Q1 | $1.38M | Sell |
134,193
-11,879
| -8% | -$122K | 0.7% | 39 |
|
|
2019
Q4 | $3.63M | Buy |
+146,072
| New | +$3.63M | 1.13% | 20 |
|