DWM
Diversify Wealth Management’s Curtiss-Wright CW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
4,958
+991
| +25% | +$497K | 0.15% | 159 |
|
|
2025
Q1 | $1.35M | Buy |
3,967
+1,073
| +37% | +$365K | 0.1% | 204 |
|
|
2024
Q4 | $1.01M | Buy |
2,894
+873
| +43% | +$306K | 0.08% | 219 |
|
|
2024
Q3 | $708K | Buy |
2,021
+261
| +15% | +$91.4K | 0.07% | 237 |
|
|
2024
Q2 | $467K | Buy |
+1,760
| New | +$467K | 0.06% | 295 |
|