Berman Capital 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
Q3 | $3K | Sell |
32
-57
| -64% | -$5.34K | ﹤0.01% | 1572 |
|
2021
Q2 | $9K | Buy |
89
+22
| +33% | +$2.23K | ﹤0.01% | 1155 |
|
2021
Q1 | $7K | Buy |
67
+14
| +26% | +$1.46K | ﹤0.01% | 1149 |
|
2020
Q4 | $6K | Sell |
53
-24
| -31% | -$2.72K | ﹤0.01% | 1075 |
|
2020
Q3 | $7K | Sell |
77
-33
| -30% | -$3K | ﹤0.01% | 915 |
|
2020
Q2 | $9K | Buy |
+110
| New | +$9K | ﹤0.01% | 789 |
|
2020
Q1 | – | Sell |
-19
| Closed | -$2K | – | 1507 |
|
2019
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 1187 |
|
2019
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 1166 |
|
2019
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 1174 |
|
2019
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 1072 |
|