Dakota Wealth Management’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 | $277K | Sell |
568
-68
| -11% | -$33.2K | 0.01% | 641 |
|
|
2025
Q1 | $202K | Sell |
636
-38
| -6% | -$12.1K | ﹤0.01% | 713 |
|
|
2024
Q4 | $239K | Sell |
674
-10
| -1% | -$3.55K | 0.01% | 672 |
|
|
2024
Q3 | $225K | Sell |
684
-76
| -10% | -$25K | 0.01% | 656 |
|
|
2024
Q2 | $206K | Buy |
+760
| New | +$206K | ﹤0.01% | 657 |
|
|
2024
Q1 | – | Sell |
-1,278
| Closed | -$285K | – | 734 |
|
|
2023
Q4 | $285K | Buy |
1,278
+35
| +3% | +$7.8K | 0.01% | 529 |
|
|
2023
Q3 | $243K | Buy |
+1,243
| New | +$243K | 0.01% | 534 |
|
|
2022
Q3 | – | Sell |
-1,936
| Closed | -$256K | – | 572 |
|
|
2022
Q2 | $256K | Buy |
+1,936
| New | +$256K | 0.02% | 396 |
|