WMG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Buy |
17,117
+1,000
| +6% | +$20.1K | 0.13% | 113 |
|
|
2025
Q1 | $319K | Sell |
16,117
-632
| -4% | -$12.5K | 0.14% | 107 |
|
|
2024
Q4 | $317K | Buy |
16,749
+15
| +0.1% | +$284 | 0.14% | 105 |
|
|
2024
Q3 | $341K | Buy |
16,734
+14
| +0.1% | +$285 | 0.15% | 94 |
|
|
2024
Q2 | $317K | Sell |
16,720
-5,485
| -25% | -$104K | 0.17% | 86 |
|
|
2024
Q1 | $451K | Buy |
22,205
+13
| +0.1% | +$264 | 0.26% | 67 |
|
|
2023
Q4 | $466K | Sell |
22,192
-3,486
| -14% | -$73.3K | 0.3% | 64 |
|
|
2023
Q3 | $497K | Sell |
25,678
-4,842
| -16% | -$93.7K | 0.42% | 50 |
|
|
2023
Q2 | $592K | Buy |
30,520
+3,980
| +15% | +$77.2K | 0.44% | 53 |
|
|
2023
Q1 | $495K | Buy |
26,540
+12,547
| +90% | +$234K | 0.41% | 54 |
|
|
2022
Q4 | $256K | Sell |
13,993
-497
| -3% | -$9.11K | 0.22% | 100 |
|
|
2022
Q3 | $264K | Buy |
14,490
+1,463
| +11% | +$26.7K | 0.24% | 91 |
|
|
2022
Q2 | $272K | Hold |
13,027
| – | – | 0.24% | 98 |
|
|
2022
Q1 | $315K | Hold |
13,027
| – | – | 0.23% | 110 |
|
|
2021
Q4 | $317K | Buy |
+13,027
| New | +$317K | 0.25% | 109 |
|