Avantax Advisory Services’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 | $1.24M | Buy |
2,541
+451
| +22% | +$220K | 0.01% | 1026 |
|
|
2025
Q1 | $663K | Buy |
2,090
+208
| +11% | +$66K | ﹤0.01% | 1334 |
|
|
2024
Q4 | $668K | Buy |
1,882
+541
| +40% | +$192K | ﹤0.01% | 1268 |
|
|
2024
Q3 | $441K | Buy |
1,341
+204
| +18% | +$67K | ﹤0.01% | 1498 |
|
|
2024
Q2 | $308K | Buy |
+1,137
| New | +$308K | ﹤0.01% | 1682 |
|
|
2022
Q1 | – | Sell |
-1,519
| Closed | -$211K | – | 1296 |
|
|
2021
Q4 | $211K | Sell |
1,519
-158
| -9% | -$21.9K | ﹤0.01% | 1152 |
|
|
2021
Q3 | $211K | Sell |
1,677
-136
| -8% | -$17.1K | ﹤0.01% | 1090 |
|
|
2021
Q2 | $217K | Hold |
1,813
| – | – | ﹤0.01% | 1045 |
|
|
2021
Q1 | $217K | Hold |
1,813
| – | – | ﹤0.01% | 941 |
|
|
2020
Q4 | $210K | Buy |
+1,813
| New | +$210K | 0.01% | 862 |
|