BerganKDV Wealth Management’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-47
| Closed | -$8.32K | – | 917 |
|
|
2023
Q1 | $8.32K | Buy |
47
+21
| +81% | +$3.72K | ﹤0.01% | 627 |
|
|
2022
Q4 | $4.38K | Hold |
26
| – | – | ﹤0.01% | 691 |
|
|
2022
Q3 | $4K | Hold |
26
| – | – | ﹤0.01% | 707 |
|
|
2022
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 760 |
|
|
2022
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 748 |
|
|
2021
Q4 | $4K | Hold |
26
| – | – | ﹤0.01% | 803 |
|
|
2021
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 811 |
|
|
2021
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 755 |
|
|
2021
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 724 |
|
|
2020
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 723 |
|
|
2020
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 689 |
|
|
2020
Q2 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 738 |
|