Clearstead Advisors’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 | $513K | Buy |
1,050
+523
| +99% | +$256K | 0.01% | 605 |
|
|
2025
Q1 | $167K | Buy |
527
+32
| +6% | +$10.2K | ﹤0.01% | 869 |
|
|
2024
Q4 | $176K | Buy |
495
+23
| +5% | +$8.16K | ﹤0.01% | 890 |
|
|
2024
Q3 | $155K | Buy |
472
+9
| +2% | +$2.96K | ﹤0.01% | 922 |
|
|
2024
Q2 | $125K | Buy |
463
+163
| +54% | +$44.2K | ﹤0.01% | 948 |
|
|
2024
Q1 | $81.9K | Hold |
300
| – | – | ﹤0.01% | 644 |
|
|
2023
Q4 | $66.8K | Sell |
300
-300
| -50% | -$66.8K | ﹤0.01% | 675 |
|
|
2023
Q3 | $117K | Buy |
600
+300
| +100% | +$58.7K | ﹤0.01% | 687 |
|
|
2023
Q2 | $55.1K | Hold |
300
| – | – | ﹤0.01% | 715 |
|
|
2023
Q1 | $52.9K | Hold |
300
| – | – | ﹤0.01% | 654 |
|
|
2022
Q4 | $50.1K | Buy |
+300
| New | +$50.1K | ﹤0.01% | 620 |
|