Wealthcare Advisory Partners’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
Q1 | – | Sell |
-10,310
| Closed | -$189K | – | 740 |
|
|
2022
Q4 | $189K | Buy |
10,310
+74
| +0.7% | +$1.36K | 0.01% | 663 |
|
|
2022
Q3 | $187K | Sell |
10,236
-561
| -5% | -$10.2K | 0.01% | 572 |
|
|
2022
Q2 | $226K | Buy |
10,797
+1,192
| +12% | +$25K | 0.01% | 504 |
|
|
2022
Q1 | $232K | Buy |
9,605
+189
| +2% | +$4.57K | 0.01% | 483 |
|
|
2021
Q4 | $229K | Buy |
9,416
+875
| +10% | +$21.3K | 0.01% | 512 |
|
|
2021
Q3 | $208K | Hold |
8,541
| – | – | 0.01% | 512 |
|
|
2021
Q2 | $224K | Hold |
8,541
| – | – | 0.02% | 499 |
|
|
2021
Q1 | $211K | Buy |
+8,541
| New | +$211K | 0.02% | 475 |
|
|
2020
Q2 | – | Sell |
-5,910
| Closed | -$61K | – | 1219 |
|
|
2020
Q1 | $61K | Buy |
+5,910
| New | +$61K | 0.01% | 472 |
|
|
2019
Q1 | – | Sell |
-670
| Closed | -$13K | – | 1276 |
|
|
2018
Q4 | $13K | Hold |
670
| – | – | ﹤0.01% | 736 |
|
|
2018
Q3 | $0 | Sell |
670
-168
| -20% | – | ﹤0.01% | 1300 |
|
|
2018
Q2 | $18K | Sell |
838
-507
| -38% | -$10.9K | ﹤0.01% | 699 |
|
|
2018
Q1 | $28K | Hold |
1,345
| – | – | 0.01% | 524 |
|
|
2017
Q4 | $29K | Buy |
+1,345
| New | +$29K | 0.01% | 465 |
|