Beam 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,891
| Closed | -$491K | – | 96 |
|
|
2021
Q3 | $491K | Hold |
3,891
| – | – | 0.42% | 77 |
|
|
2021
Q2 | $462K | Hold |
3,891
| – | – | 0.4% | 79 |
|
|
2021
Q1 | $461K | Buy |
3,891
+700
| +22% | +$82.9K | 0.41% | 79 |
|
|
2020
Q4 | $371K | Sell |
3,191
-700
| -18% | -$81.4K | 0.35% | 82 |
|
|
2020
Q3 | $363K | Hold |
3,891
| – | – | 0.34% | 88 |
|
|
2020
Q2 | $346K | Buy |
+3,891
| New | +$346K | 0.35% | 88 |
|