Cerity Partners’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.26M | Buy |
12,815
+5,517
| +76% | +$2.7M | 0.01% | 713 |
|
|
2025
Q1 | $2.32M | Buy |
7,298
+202
| +3% | +$64.1K | ﹤0.01% | 1044 |
|
|
2024
Q4 | $2.44M | Buy |
7,096
+435
| +7% | +$150K | 0.01% | 1014 |
|
|
2024
Q3 | $2.19M | Buy |
6,661
+1,152
| +21% | +$379K | ﹤0.01% | 1052 |
|
|
2024
Q2 | $1.49M | Sell |
5,509
-580
| -10% | -$157K | ﹤0.01% | 1047 |
|
|
2024
Q1 | $1.56M | Buy |
6,089
+3,132
| +106% | +$802K | ﹤0.01% | 1082 |
|
|
2023
Q4 | $659K | Buy |
2,957
+1,121
| +61% | +$250K | ﹤0.01% | 1149 |
|
|
2023
Q3 | $359K | Sell |
1,836
-843
| -31% | -$165K | ﹤0.01% | 1085 |
|
|
2023
Q2 | $492K | Buy |
2,679
+674
| +34% | +$124K | ﹤0.01% | 1188 |
|
|
2023
Q1 | $353K | Buy |
2,005
+33
| +2% | +$5.81K | ﹤0.01% | 1457 |
|
|
2022
Q4 | $329K | Buy |
1,972
+31
| +2% | +$5.18K | ﹤0.01% | 1112 |
|
|
2022
Q3 | $270K | Sell |
1,941
-28
| -1% | -$3.9K | ﹤0.01% | 940 |
|
|
2022
Q2 | $260K | Buy |
+1,969
| New | +$260K | ﹤0.01% | 966 |
|