B. Riley Wealth Advisors’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-692
| Closed | -$230K | – | 1171 |
|
|
2024
Q3 | $230K | Buy |
+692
| New | +$230K | 0.01% | 1074 |
|
|
2023
Q1 | – | Sell |
-2,425
| Closed | -$405K | – | 1543 |
|
|
2022
Q4 | $405K | Buy |
+2,425
| New | +$405K | 0.01% | 875 |
|
|
2015
Q1 | – | Sell |
-13
| Closed | -$1 | – | 861 |
|
|
2014
Q4 | $1 | Buy |
+13
| New | +$1 | ﹤0.01% | 3523 |
|