Spire Wealth Management’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
10,500
-616
| -6% | -$12.4K | 0.01% | 751 |
|
|
2025
Q1 | $220K | Buy |
11,116
+616
| +6% | +$12.2K | 0.01% | 799 |
|
|
2024
Q4 | $199K | Hold |
10,500
| – | – | 0.01% | 821 |
|
|
2024
Q3 | $214K | Buy |
10,500
+2,200
| +27% | +$44.8K | 0.01% | 712 |
|
|
2024
Q2 | $157K | Buy |
8,300
+7,071
| +575% | +$134K | 0.01% | 775 |
|
|
2024
Q1 | $25K | Hold |
1,229
| – | – | ﹤0.01% | 1437 |
|
|
2023
Q4 | $25.4K | Buy |
1,229
+229
| +23% | +$4.74K | ﹤0.01% | 1451 |
|
|
2023
Q3 | $19.4K | Sell |
1,000
-2,000
| -67% | -$38.7K | ﹤0.01% | 1517 |
|
|
2023
Q2 | $58.2K | Buy |
3,000
+1,160
| +63% | +$22.5K | ﹤0.01% | 1140 |
|
|
2023
Q1 | $32.6K | Buy |
1,840
+840
| +84% | +$14.9K | ﹤0.01% | 1399 |
|
|
2022
Q4 | $18K | Sell |
1,000
-1,100
| -52% | -$19.8K | ﹤0.01% | 1417 |
|
|
2022
Q3 | $38K | Sell |
2,100
-1,050
| -33% | -$19K | ﹤0.01% | 1063 |
|
|
2022
Q2 | $66K | Hold |
3,150
| – | – | ﹤0.01% | 1184 |
|
|
2022
Q1 | $76K | Sell |
3,150
-3,351
| -52% | -$80.9K | ﹤0.01% | 1282 |
|
|
2021
Q4 | $158K | Sell |
6,501
-6,554
| -50% | -$159K | ﹤0.01% | 1204 |
|
|
2021
Q3 | $319K | Buy |
13,055
+5,890
| +82% | +$144K | 0.01% | 729 |
|
|
2021
Q2 | $188K | Sell |
7,165
-1,019
| -12% | -$26.7K | 0.01% | 962 |
|
|
2021
Q1 | $203K | Buy |
+8,184
| New | +$203K | 0.01% | 1058 |
|