Founders Financial Alliance’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 | $822K | Buy |
1,683
+1
| +0.1% | +$489 | 0.19% | 114 |
|
|
2025
Q1 | $534K | Hold |
1,682
| – | – | 0.13% | 163 |
|
|
2024
Q4 | $597K | Buy |
1,682
+2
| +0.1% | +$710 | 0.16% | 123 |
|
|
2024
Q3 | $552K | Hold |
1,680
| – | – | 0.15% | 134 |
|
|
2024
Q2 | $455K | Hold |
1,680
| – | – | 0.14% | 151 |
|
|
2024
Q1 | $430K | Hold |
1,680
| – | – | 0.13% | 162 |
|
|
2023
Q4 | $374K | Hold |
1,680
| – | – | 0.15% | 149 |
|
|
2023
Q3 | $329K | Hold |
1,680
| – | – | 0.14% | 154 |
|
|
2023
Q2 | $309K | Buy |
+1,680
| New | +$309K | 0.12% | 183 |
|
|
2023
Q1 | – | Sell |
-1,680
| Closed | -$281K | – | 462 |
|
|
2022
Q4 | $281K | Hold |
1,680
| – | – | 0.13% | 170 |
|
|
2022
Q3 | $234K | Hold |
1,680
| – | – | 0.12% | 186 |
|
|
2022
Q2 | $222K | Hold |
1,680
| – | – | 0.11% | 193 |
|
|
2022
Q1 | $252K | Hold |
1,680
| – | – | 0.11% | 177 |
|
|
2021
Q4 | $233K | Hold |
1,680
| – | – | 0.09% | 223 |
|
|
2021
Q3 | $212K | Hold |
1,680
| – | – | 0.1% | 211 |
|
|
2021
Q2 | $200K | Hold |
1,680
| – | – | 0.09% | 234 |
|
|
2021
Q1 | $217K | Buy |
+1,680
| New | +$217K | 0.11% | 211 |
|
|
2020
Q4 | – | Sell |
-1,680
| Closed | -$163K | – | 609 |
|
|
2020
Q3 | $163K | Buy |
+1,680
| New | +$163K | 0.1% | 183 |
|