Geneos Wealth Management’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 | $20.5K | Buy |
42
+2
| +5% | +$977 | ﹤0.01% | 2019 |
|
|
2025
Q1 | $36.5K | Buy |
40
+5
| +14% | +$4.56K | ﹤0.01% | 2071 |
|
|
2024
Q4 | $12.4K | Hold |
35
| – | – | ﹤0.01% | 1962 |
|
|
2024
Q3 | $11.5K | Buy |
+35
| New | +$11.5K | ﹤0.01% | 1782 |
|
|
2020
Q4 | – | Sell |
-20
| Closed | -$1K | – | 2911 |
|
|
2020
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 2503 |
|
|
2018
Q2 | – | Sell |
-188
| Closed | -$25K | – | 2269 |
|
|
2018
Q1 | $25K | Hold |
188
| – | – | ﹤0.01% | 1294 |
|
|
2017
Q4 | $22K | Hold |
188
| – | – | ﹤0.01% | 1341 |
|
|
2017
Q3 | $19K | Sell |
188
-322
| -63% | -$32.5K | ﹤0.01% | 1328 |
|
|
2017
Q2 | $46K | Hold |
510
| – | – | ﹤0.01% | 948 |
|
|
2017
Q1 | $46K | Hold |
510
| – | – | ﹤0.01% | 922 |
|
|
2016
Q4 | $50K | Hold |
510
| – | – | 0.01% | 838 |
|
|
2016
Q3 | $46K | Sell |
510
-100
| -16% | -$9.02K | 0.01% | 841 |
|
|
2016
Q2 | $51K | Hold |
610
| – | – | 0.01% | 803 |
|
|
2016
Q1 | $45K | Buy |
+610
| New | +$45K | 0.01% | 820 |
|