Corient Private Wealth’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 | $1.75M | Buy |
3,578
+660
| +23% | +$323K | ﹤0.01% | 1156 |
|
2025
Q1 | $926K | Sell |
2,918
-6,847
| -70% | -$2.17M | ﹤0.01% | 1307 |
|
2024
Q4 | $3.47M | Sell |
9,765
-220
| -2% | -$78.1K | 0.01% | 811 |
|
2024
Q3 | $3.28M | Buy |
9,985
+26
| +0.3% | +$8.55K | 0.01% | 872 |
|
2024
Q2 | $2.7M | Sell |
9,959
-27
| -0.3% | -$7.32K | ﹤0.01% | 898 |
|
2024
Q1 | $2.56M | Buy |
9,986
+4,874
| +95% | +$1.25M | ﹤0.01% | 918 |
|
2023
Q4 | $1.14M | Buy |
5,112
+18
| +0.4% | +$4.01K | ﹤0.01% | 1232 |
|
2023
Q3 | $997K | Buy |
5,094
+447
| +10% | +$87.4K | ﹤0.01% | 1182 |
|
2023
Q2 | $853K | Sell |
4,647
-12
| -0.3% | -$2.2K | ﹤0.01% | 1209 |
|
2023
Q1 | $821K | Buy |
4,659
+1,566
| +51% | +$276K | ﹤0.01% | 1164 |
|
2022
Q4 | $517K | Buy |
+3,093
| New | +$517K | ﹤0.01% | 1129 |
|