Carroll Financial Associates’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 |
-504
| Closed | -$63K | – | 1672 |
|
|
2021
Q3 | $63K | Sell |
504
-24
| -5% | -$3K | ﹤0.01% | 676 |
|
|
2021
Q2 | $62K | Buy |
528
+73
| +16% | +$8.57K | ﹤0.01% | 733 |
|
|
2021
Q1 | $54K | Hold |
455
| – | – | ﹤0.01% | 749 |
|
|
2020
Q4 | $53K | Buy |
455
+1
| +0.2% | +$116 | ﹤0.01% | 684 |
|
|
2020
Q3 | $42K | Buy |
454
+1
| +0.2% | +$93 | ﹤0.01% | 697 |
|
|
2020
Q2 | $40K | Buy |
453
+53
| +13% | +$4.68K | ﹤0.01% | 698 |
|
|
2020
Q1 | $36K | Buy |
400
+100
| +33% | +$9K | ﹤0.01% | 646 |
|
|
2019
Q4 | $42K | Hold |
300
| – | – | ﹤0.01% | 689 |
|
|
2019
Q3 | $38K | Hold |
300
| – | – | ﹤0.01% | 677 |
|
|
2019
Q2 | $38K | Buy |
+300
| New | +$38K | ﹤0.01% | 665 |
|