Summit Financial Strategies’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 | $219K | Hold |
10,903
| – | – | 0.02% | 136 |
|
|
2025
Q1 | $216K | Hold |
10,903
| – | – | 0.02% | 135 |
|
|
2024
Q4 | $207K | Hold |
10,903
| – | – | 0.02% | 135 |
|
|
2024
Q3 | $222K | Buy |
10,903
+180
| +2% | +$3.67K | 0.03% | 134 |
|
|
2024
Q2 | $203K | Hold |
10,723
| – | – | 0.03% | 140 |
|
|
2024
Q1 | $218K | Buy |
10,723
+5
| +0% | +$102 | 0.03% | 131 |
|
|
2023
Q4 | $225K | Hold |
10,718
| – | – | 0.03% | 129 |
|
|
2023
Q3 | $207K | Hold |
10,718
| – | – | 0.04% | 121 |
|
|
2023
Q2 | $208K | Hold |
10,718
| – | – | 0.04% | 120 |
|
|
2023
Q1 | $190K | Hold |
10,718
| – | – | 0.04% | 118 |
|
|
2022
Q4 | $196K | Hold |
10,718
| – | – | 0.04% | 116 |
|
|
2022
Q3 | $195K | Hold |
10,718
| – | – | 0.05% | 112 |
|
|
2022
Q2 | $224K | Hold |
10,718
| – | – | 0.05% | 107 |
|
|
2022
Q1 | $259K | Hold |
10,718
| – | – | 0.05% | 93 |
|
|
2021
Q4 | $260K | Hold |
10,718
| – | – | 0.05% | 102 |
|
|
2021
Q3 | $262K | Hold |
10,718
| – | – | 0.05% | 98 |
|
|
2021
Q2 | $280K | Buy |
+10,718
| New | +$280K | 0.06% | 95 |
|