Diversify Advisory Services’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 | $898K | Buy |
1,790
+292
| +19% | +$146K | 0.03% | 356 |
|
|
2025
Q1 | $510K | Buy |
1,498
+297
| +25% | +$101K | 0.03% | 358 |
|
|
2024
Q4 | $421K | Buy |
1,201
+161
| +15% | +$56.4K | 0.02% | 399 |
|
|
2024
Q3 | $366K | Buy |
1,040
+94
| +10% | +$33.1K | 0.02% | 450 |
|
|
2024
Q2 | $259K | Sell |
946
-736
| -44% | -$202K | 0.01% | 545 |
|
|
2024
Q1 | $432K | Buy |
+1,682
| New | +$432K | 0.03% | 454 |
|