United Capital Financial 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
Q4 | – | Sell |
-11,949
| Closed | -$231K | – | 1117 |
|
|
2023
Q3 | $231K | Sell |
11,949
-1,235
| -9% | -$23.9K | ﹤0.01% | 775 |
|
|
2023
Q2 | $256K | Buy |
+13,184
| New | +$256K | ﹤0.01% | 804 |
|
|
2022
Q4 | – | Sell |
-11,601
| Closed | -$211K | – | 1105 |
|
|
2022
Q3 | $211K | Buy |
+11,601
| New | +$211K | ﹤0.01% | 1008 |
|
|
2019
Q3 | – | Sell |
-16,892
| Closed | -$384K | – | 1444 |
|
|
2019
Q2 | $384K | Sell |
16,892
-6
| -0% | -$136 | ﹤0.01% | 1113 |
|
|
2019
Q1 | $379K | Buy |
16,898
+6,098
| +56% | +$137K | ﹤0.01% | 1047 |
|
|
2018
Q4 | $213K | Sell |
10,800
-1,048
| -9% | -$20.7K | ﹤0.01% | 1184 |
|
|
2018
Q3 | $255K | Buy |
11,848
+119
| +1% | +$2.56K | ﹤0.01% | 1172 |
|
|
2018
Q2 | $258K | Sell |
11,729
-1,089
| -8% | -$24K | ﹤0.01% | 1145 |
|
|
2018
Q1 | $269K | Sell |
12,818
-73
| -0.6% | -$1.53K | ﹤0.01% | 1130 |
|
|
2017
Q4 | $275K | Sell |
12,891
-188
| -1% | -$4.01K | ﹤0.01% | 1146 |
|
|
2017
Q3 | $284K | Sell |
13,079
-104
| -0.8% | -$2.26K | ﹤0.01% | 1128 |
|
|
2017
Q2 | $295K | Buy |
13,183
+340
| +3% | +$7.61K | ﹤0.01% | 1078 |
|
|
2017
Q1 | $290K | Sell |
12,843
-2,369
| -16% | -$53.5K | ﹤0.01% | 1057 |
|
|
2016
Q4 | $334K | Sell |
15,212
-11,168
| -42% | -$245K | ﹤0.01% | 1018 |
|
|
2016
Q3 | $594K | Sell |
26,380
-2,255
| -8% | -$50.8K | 0.01% | 910 |
|
|
2016
Q2 | $601K | Sell |
28,635
-3,601
| -11% | -$75.6K | 0.01% | 863 |
|
|
2016
Q1 | $610K | Sell |
32,236
-209
| -0.6% | -$3.96K | 0.01% | 821 |
|
|
2015
Q4 | $667K | Sell |
32,445
-3,295
| -9% | -$67.7K | 0.01% | 811 |
|
|
2015
Q3 | $733K | Buy |
+35,740
| New | +$733K | 0.01% | 777 |
|