First Trust Direct Indexing’s Curtiss-Wright CW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,126
Closed -$370K 218
2024
Q3
$370K Buy
1,126
+67
+6% +$22K 0.02% 651
2024
Q2
$287K Buy
1,059
+246
+30% +$66.7K 0.02% 684
2024
Q1
$208K Buy
+813
New +$208K 0.02% 719