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EP Wealth Advisors’s Curtiss-Wright CW Stock Holding History

EP Wealth Advisors’s Portfolio CW Stock Details CW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$448K Sell
916
-48
-5% -$23.5K ﹤0.01% 824
2025
Q1 		$306K Buy
964
+13
+1% +$4.13K ﹤0.01% 902
2024
Q4 		$337K Buy
951
+43
+5% +$15.3K ﹤0.01% 822
2024
Q3 		$298K Buy
+908
New +$298K ﹤0.01% 866