Foundations Investment Advisors’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
$365K Sell
748
-229
-23% -$112K 0.01% 682
2025
Q1
$310K Hold
977
0.01% 704
2024
Q4
$347K Buy
977
+6
+0.6% +$2.13K 0.01% 623
2024
Q3
$319K Hold
971
0.01% 619
2024
Q2
$263K Buy
+971
New +$263K 0.01% 637