Cetera Trust Company’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 | $750K | Buy |
1,535
+90
| +6% | +$44K | 0.45% | 53 |
|
|
2025
Q1 | $458K | Hold |
1,445
| – | – | 0.29% | 60 |
|
|
2024
Q4 | $513K | Sell |
1,445
-90
| -6% | -$31.9K | 0.33% | 56 |
|
|
2024
Q3 | $505K | Hold |
1,535
| – | – | 0.31% | 61 |
|
|
2024
Q2 | $416K | Hold |
1,535
| – | – | 0.26% | 63 |
|
|
2024
Q1 | $393K | Sell |
1,535
-75
| -5% | -$19.2K | 0.24% | 70 |
|
|
2023
Q4 | $359K | Buy |
+1,610
| New | +$359K | 0.22% | 78 |
|