Summit Financial Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $208K | Sell |
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|
2025
Q2 | $219K | Hold |
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|
2025
Q1 | $216K | Hold |
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|
2024
Q4 | $207K | Hold |
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|
2024
Q3 | $222K | Buy |
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|
2024
Q2 | $203K | Hold |
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|
2024
Q1 | $218K | Buy |
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|
2023
Q4 | $225K | Hold |
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|
2023
Q3 | $207K | Hold |
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|
2023
Q2 | $208K | Hold |
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|
2023
Q1 | $190K | Hold |
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|
2022
Q4 | $196K | Hold |
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|
2022
Q3 | $195K | Hold |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $260K | Hold |
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|
2021
Q3 | $262K | Hold |
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|
2021
Q2 | $280K | Buy |
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