Advisory Research’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,516
| Closed | -$561K | – | 201 |
|
|
2023
Q4 | $561K | Sell |
2,516
-2,931
| -54% | -$653K | 0.09% | 224 |
|
|
2023
Q3 | $1.07M | Buy |
5,447
+855
| +19% | +$167K | 0.15% | 187 |
|
|
2023
Q2 | $843K | Sell |
4,592
-2,149
| -32% | -$395K | 0.11% | 226 |
|
|
2023
Q1 | $1.19M | Sell |
6,741
-3,200
| -32% | -$564K | 0.2% | 126 |
|
|
2022
Q4 | $1.66M | Buy |
9,941
+3,200
| +47% | +$534K | 0.16% | 101 |
|
|
2022
Q3 | $938K | Buy |
6,741
+2,458
| +57% | +$342K | 0.09% | 171 |
|
|
2022
Q2 | $566K | Buy |
4,283
+1,045
| +32% | +$138K | 0.06% | 215 |
|
|
2022
Q1 | $486K | Buy |
+3,238
| New | +$486K | 0.04% | 248 |
|