Avantax Planning Partners’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 | $490K | Sell |
1,002
-1
| -0.1% | -$489 | 0.02% | 270 |
|
|
2025
Q1 | $318K | Hold |
1,003
| – | – | 0.01% | 327 |
|
|
2024
Q4 | $356K | Buy |
1,003
+11
| +1% | +$3.9K | 0.01% | 304 |
|
|
2024
Q3 | $326K | Hold |
992
| – | – | 0.01% | 318 |
|
|
2024
Q2 | $269K | Buy |
992
+100
| +11% | +$27.1K | 0.01% | 377 |
|
|
2024
Q1 | $228K | Buy |
+892
| New | +$228K | 0.01% | 418 |
|
|
2018
Q4 | – | Sell |
-303
| Closed | -$42K | – | 474 |
|
|
2018
Q3 | $42K | Buy |
+303
| New | +$42K | ﹤0.01% | 527 |
|