Envestnet Portfolio Solutions’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 | $663K | Sell |
1,357
-673
| -33% | -$329K | ﹤0.01% | 969 |
|
|
2025
Q1 | $644K | Sell |
2,030
-1,289
| -39% | -$409K | ﹤0.01% | 950 |
|
|
2024
Q4 | $1.18M | Buy |
3,319
+29
| +0.9% | +$10.3K | ﹤0.01% | 853 |
|
|
2024
Q3 | $1.08M | Buy |
3,290
+1,380
| +72% | +$454K | ﹤0.01% | 866 |
|
|
2024
Q2 | $518K | Sell |
1,910
-266
| -12% | -$72.1K | ﹤0.01% | 1124 |
|
|
2024
Q1 | $557K | Buy |
2,176
+53
| +2% | +$13.6K | ﹤0.01% | 1076 |
|
|
2023
Q4 | $473K | Buy |
2,123
+78
| +4% | +$17.4K | ﹤0.01% | 1080 |
|
|
2023
Q3 | $400K | Buy |
+2,045
| New | +$400K | ﹤0.01% | 1082 |
|