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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

STWD holding history

Starwood Property Trust, Inc. in every 13F filed by Retirement Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

STWD overviewAll 13F holders of STWDFull Q1 2024 holdings

Shares (Q1 2024)
2,516
Value
$51.2K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of STWD by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20242,516$51.2K<0.1%+631+33.5%AddedHolders
Q4 20231,885$39.6K<0.1%+1,287+215.2%AddedHolders
Q3 2023598$11.6K<0.1%+15+2.6%AddedHolders
Q2 2023583$11.3K<0.1%00.0%UnchangedHolders
Q1 2023583$10.0K<0.1%+13+2.3%AddedHolders
Q4 2022570$10.0K<0.1%+570NewHolders
Q3 20220$00.0%−928−100.0%Sold outHolders
Q2 2022928$19.0K<0.1%+464+100.0%AddedHolders
Q1 2022464$11.0K<0.1%+79+20.5%AddedHolders
Q4 2021385$9.00K<0.1%−30−7.2%ReducedHolders
Q3 2021415$10.0K<0.1%+23+5.9%AddedHolders
Q2 2021392$10.0K<0.1%00.0%UnchangedHolders
Q1 2021392$10.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.