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GoalVest Advisory LLC → STWD

GoalVest Advisory LLC STWD Position History

Starwood Property Trust, Inc. • Real Estate

Quarters held
5
Latest value
$744K
Q3 2026
Peak value
$1.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.3M
Q4 2025$800K
Q1 2026$928K
Q2 2026$898K
Q3 2026$744K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$744K55.1K——
Q2 2026$898K54.8K——
Q1 2026$928K53.9K——
Q4 2025$800K44.4K——
Q3 2025$1.3M65.2K——

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