Gideon Capital Advisors’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,443
| Closed | -$504K | – | 308 |
|
|
2019
Q1 | $504K | Buy |
4,443
+1,518
| +52% | +$172K | 0.18% | 166 |
|
|
2018
Q4 | $299K | Buy |
+2,925
| New | +$299K | 0.12% | 261 |
|
|
2018
Q2 | – | Sell |
-2,736
| Closed | -$370K | – | 388 |
|
|
2018
Q1 | $370K | Buy |
+2,736
| New | +$370K | 0.23% | 176 |
|
|
2017
Q1 | – | Sell |
-3,462
| Closed | -$341K | – | 418 |
|
|
2016
Q4 | $341K | Buy |
+3,462
| New | +$341K | 0.22% | 212 |
|