Whalen Wealth Management’s Starwood Property Trust STWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,328
Closed -$272K 173
2024
Q4
$272K Buy
14,328
+97
+0.7% +$1.84K 0.19% 103
2024
Q3
$290K Sell
14,231
-783
-5% -$16K 0.21% 89
2024
Q2
$284K Buy
+15,014
New +$284K 0.23% 80