Allworth Financial’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.7K | Buy |
110
+67
| +156% | +$32.7K | ﹤0.01% | 1897 |
|
|
2025
Q1 | $14.4K | Buy |
43
+34
| +378% | +$11.4K | ﹤0.01% | 2256 |
|
|
2024
Q4 | $3.44K | Buy |
9
+4
| +80% | +$1.53K | ﹤0.01% | 2924 |
|
|
2024
Q3 | $1.64K | Hold |
5
| – | – | ﹤0.01% | 3038 |
|
|
2024
Q2 | $1.39K | Buy |
5
+1
| +25% | +$277 | ﹤0.01% | 3055 |
|
|
2024
Q1 | $1.02K | Sell |
4
-2
| -33% | -$512 | ﹤0.01% | 3071 |
|
|
2023
Q4 | $1.34K | Sell |
6
-7
| -54% | -$1.56K | ﹤0.01% | 2849 |
|
|
2023
Q3 | $2.54K | Buy |
13
+8
| +160% | +$1.57K | ﹤0.01% | 2420 |
|
|
2023
Q2 | $919 | Buy |
5
+2
| +67% | +$368 | ﹤0.01% | 2755 |
|
|
2023
Q1 | $529 | Hold |
3
| – | – | ﹤0.01% | 2829 |
|
|
2022
Q4 | $501 | Buy |
3
+1
| +50% | +$167 | ﹤0.01% | 2624 |
|
|
2022
Q3 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 2738 |
|
|
2022
Q2 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 2473 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2164 |
|
|
2021
Q1 | – | Sell |
-61
| Closed | -$7K | – | 1506 |
|
|
2020
Q4 | $7K | Hold |
61
| – | – | ﹤0.01% | 913 |
|
|
2020
Q3 | $6K | Hold |
61
| – | – | ﹤0.01% | 803 |
|
|
2020
Q2 | $5K | Sell |
61
-23
| -27% | -$1.89K | ﹤0.01% | 856 |
|
|
2020
Q1 | $8K | Buy |
+84
| New | +$8K | ﹤0.01% | 743 |
|