U.S. Capital Wealth Advisors’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
Q2 | – | Sell |
-29,800
| Closed | -$527K | – | 695 |
|
|
2023
Q1 | $527K | Sell |
29,800
-28,784
| -49% | -$509K | 0.02% | 419 |
|
|
2022
Q4 | $1.07M | Sell |
58,584
-14,384
| -20% | -$264K | 0.05% | 318 |
|
|
2022
Q3 | $1.33M | Hold |
72,968
| – | – | 0.07% | 275 |
|
|
2022
Q2 | $1.52M | Hold |
72,968
| – | – | 0.07% | 269 |
|
|
2022
Q1 | $1.76M | Hold |
72,968
| – | – | 0.06% | 283 |
|
|
2021
Q4 | $1.77M | Sell |
72,968
-27,127
| -27% | -$659K | 0.07% | 283 |
|
|
2021
Q3 | $2.31M | Buy |
+100,095
| New | +$2.31M | 0.1% | 223 |
|