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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
460
+411
+839% +$201K 0.01% 809
2025
Q1
$15.5K Sell
49
-209
-81% -$66.3K ﹤0.01% 1834
2024
Q4
$91.6K Buy
258
+28
+12% +$9.94K 0.01% 936
2024
Q3
$75.6K Sell
230
-11
-5% -$3.62K ﹤0.01% 894
2024
Q2
$71K Buy
241
+119
+98% +$35.1K ﹤0.01% 934
2024
Q1
$30.9K Buy
122
+116
+1,933% +$29.4K ﹤0.01% 1177
2023
Q4
$1.34K Buy
+6
New +$1.34K ﹤0.01% 2303