WWM
Willingdon Wealth Management’s Starwood Property Trust STWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-101,786
| Closed | -$2.28M | – | 307 |
|
|
2017
Q2 | $2.28M | Buy |
+101,786
| New | +$2.28M | 0.91% | 51 |
|
|
2017
Q1 | – | Sell |
-97,760
| Closed | -$2.15M | – | 46 |
|
|
2016
Q4 | $2.15M | Buy |
97,760
+4,114
| +4% | +$90.3K | 1.01% | 37 |
|
|
2016
Q3 | $2.11M | Buy |
93,646
+853
| +0.9% | +$19.2K | 1.07% | 33 |
|
|
2016
Q2 | $1.92M | Buy |
+92,793
| New | +$1.92M | 0.99% | 40 |
|
|
2016
Q1 | – | Sell |
-52,082
| Closed | -$1.07M | – | 116 |
|
|
2015
Q4 | $1.07M | Buy |
52,082
+32,377
| +164% | +$666K | 0.98% | 53 |
|
|
2015
Q3 | $404K | Buy |
19,705
+760
| +4% | +$15.6K | 0.48% | 69 |
|
|
2015
Q2 | $409K | Buy |
+18,945
| New | +$409K | 0.39% | 79 |
|