Strategic Wealth Investment Group’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.59M | Buy |
265,967
+1,029
| +0.4% | +$21.6K | 0.84% | 41 |
|
|
2023
Q3 | $5.13M | Buy |
264,938
+10,140
| +4% | +$196K | 0.93% | 37 |
|
|
2023
Q2 | $4.94M | Buy |
254,798
+60,456
| +31% | +$1.17M | 0.78% | 38 |
|
|
2023
Q1 | $3.44M | Buy |
194,342
+34,091
| +21% | +$603K | 0.64% | 44 |
|
|
2022
Q4 | $3.21M | Buy |
160,251
+23,583
| +17% | +$473K | 0.74% | 40 |
|
|
2022
Q3 | $2.49M | Buy |
136,668
+17,849
| +15% | +$325K | 0.72% | 40 |
|
|
2022
Q2 | $2.48M | Sell |
118,819
-41,841
| -26% | -$874K | 0.62% | 49 |
|
|
2022
Q1 | $3.88M | Buy |
160,660
+11,942
| +8% | +$289K | 0.93% | 34 |
|
|
2021
Q4 | $3.61M | Buy |
148,718
+8,817
| +6% | +$214K | 0.94% | 33 |
|
|
2021
Q3 | $3.41M | Buy |
139,901
+14,516
| +12% | +$353K | 1.02% | 31 |
|
|
2021
Q2 | $3.28M | Buy |
125,385
+17,832
| +17% | +$467K | 1.16% | 21 |
|
|
2021
Q1 | $2.66M | Buy |
107,553
+7,765
| +8% | +$192K | 1.28% | 18 |
|
|
2020
Q4 | $1.93M | Buy |
99,788
+11,356
| +13% | +$219K | 1.13% | 21 |
|
|
2020
Q3 | $1.33M | Buy |
88,432
+12,326
| +16% | +$186K | 1% | 29 |
|
|
2020
Q2 | $1.14M | Buy |
+76,106
| New | +$1.14M | 1.12% | 25 |
|