TWA
TCI Wealth Advisors’s Starwood Property Trust STWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-276
| Closed | -$4.88K | – | 1997 |
|
|
2023
Q1 | $4.88K | Buy |
+276
| New | +$4.88K | ﹤0.01% | 1546 |
|
|
2022
Q4 | – | Sell |
-146
| Closed | -$3K | – | 2646 |
|
|
2022
Q3 | $3K | Buy |
+146
| New | +$3K | ﹤0.01% | 1840 |
|
|
2020
Q2 | – | Sell |
-20
| Closed | – | – | 1639 |
|
|
2020
Q1 | $0 | Sell |
20
-1,853
| -99% | – | ﹤0.01% | 1737 |
|
|
2019
Q4 | $47K | Hold |
1,873
| – | – | 0.02% | 392 |
|
|
2019
Q3 | $45K | Hold |
1,873
| – | – | 0.02% | 344 |
|
|
2019
Q2 | $43K | Buy |
1,873
+24
| +1% | +$551 | 0.02% | 335 |
|
|
2019
Q1 | $41K | Hold |
1,849
| – | – | 0.02% | 368 |
|
|
2018
Q4 | $36K | Hold |
1,849
| – | – | 0.02% | 364 |
|
|
2018
Q3 | $40K | Hold |
1,849
| – | – | 0.02% | 368 |
|
|
2018
Q2 | $40K | Sell |
1,849
-58
| -3% | -$1.26K | 0.02% | 359 |
|
|
2018
Q1 | $40K | Buy |
1,907
+1,722
| +931% | +$36.1K | 0.02% | 358 |
|
|
2017
Q4 | $4K | Hold |
185
| – | – | ﹤0.01% | 849 |
|
|
2017
Q3 | $4K | Sell |
185
-54
| -23% | -$1.17K | ﹤0.01% | 796 |
|
|
2017
Q2 | $5K | Hold |
239
| – | – | ﹤0.01% | 766 |
|
|
2017
Q1 | $5K | Buy |
239
+112
| +88% | +$2.34K | ﹤0.01% | 726 |
|
|
2016
Q4 | $3K | Hold |
127
| – | – | ﹤0.01% | 933 |
|
|
2016
Q3 | $3K | Hold |
127
| – | – | ﹤0.01% | 892 |
|
|
2016
Q2 | $3K | Hold |
127
| – | – | ﹤0.01% | 857 |
|
|
2016
Q1 | $2K | Buy |
+127
| New | +$2K | ﹤0.01% | 972 |
|
|
2015
Q3 | – | Sell |
-831
| Closed | -$18K | – | 1017 |
|
|
2015
Q2 | $18K | Buy |
831
+765
| +1,159% | +$16.6K | 0.01% | 422 |
|
|
2015
Q1 | $2K | Hold |
66
| – | – | ﹤0.01% | 754 |
|
|
2014
Q4 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 757 |
|
|
2014
Q1 | – | Sell |
-1,845
| Closed | -$51K | – | 913 |
|
|
2013
Q4 | $51K | Buy |
+1,845
| New | +$51K | 0.03% | 247 |
|