Spire Wealth Management’s Starwood Property Trust STWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$181K	Hold	10,500	–	–	0.01%	815
2025 Q4	$189K	Hold	10,500	–	–	0.01%	806
2025 Q3	$203K	Hold	10,500	–	–	0.01%	779
2025 Q2	$211K	Sell	10,500 -616	-6%	-$12K	0.01%	751
2025 Q1	$220K	Buy	11,116 +616	+6%	+$12.1K	0.01%	799
2024 Q4	$199K	Hold	10,500	–	–	0.01%	821
2024 Q3	$214K	Buy	10,500 +2,200	+27%	+$43.9K	0.01%	712
2024 Q2	$157K	Buy	8,300 +7,071	+575%	+$138K	0.01%	775
2024 Q1	$25K	Hold	1,229	–	–	﹤0.01%	1437
2023 Q4	$25.4K	Buy	1,229 +229	+23%	+$4.5K	﹤0.01%	1451
2023 Q3	$19.4K	Sell	1,000 -2,000	-67%	-$40.6K	﹤0.01%	1517
2023 Q2	$58.2K	Buy	3,000 +1,160	+63%	+$20.6K	﹤0.01%	1140
2023 Q1	$32.5K	Buy	1,840 +840	+84%	+$16.2K	﹤0.01%	1399
2022 Q4	$18K	Sell	1,000 -1,100	-52%	-$21.9K	﹤0.01%	1417
2022 Q3	$38K	Sell	2,100 -1,050	-33%	-$23.8K	﹤0.01%	1063
2022 Q2	$66K	Hold	3,150	–	–	﹤0.01%	1184
2022 Q1	$76K	Sell	3,150 -3,351	-52%	-$81K	﹤0.01%	1282
2021 Q4	$158K	Sell	6,501 -6,554	-50%	-$165K	﹤0.01%	1204
2021 Q3	$319K	Buy	13,055 +5,890	+82%	+$151K	0.01%	729
2021 Q2	$188K	Sell	7,165 -1,019	-12%	-$26K	0.01%	962
2021 Q1	$203K	Buy	+8,184	New	+$177K	0.01%	1058