Blue Bell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-620
| Closed | -$57K | – | 295 |
|
|
2016
Q3 | $57K | Hold |
620
| – | – | 0.03% | 191 |
|
|
2016
Q2 | $53K | Hold |
620
| – | – | 0.03% | 207 |
|
|
2016
Q1 | $47K | Hold |
620
| – | – | 0.03% | 224 |
|
|
2015
Q4 | $42K | Hold |
620
| – | – | 0.03% | 230 |
|
|
2015
Q3 | $39K | Hold |
620
| – | – | 0.03% | 239 |
|
|
2015
Q2 | $45K | Hold |
620
| – | – | 0.03% | 233 |
|
|
2015
Q1 | $45K | Hold |
620
| – | – | 0.03% | 231 |
|
|
2014
Q4 | $43K | Hold |
620
| – | – | 0.03% | 239 |
|
|
2014
Q3 | $41K | Hold |
620
| – | – | 0.02% | 248 |
|
|
2014
Q2 | $41K | Hold |
620
| – | – | 0.02% | 240 |
|
|
2014
Q1 | $39K | Hold |
620
| – | – | 0.03% | 216 |
|
|
2013
Q4 | $39K | Buy |
+620
| New | +$39K | 0.03% | 218 |
|