Heartwood Wealth Advisors’s Curtiss-Wright CW Stock Holding History

Heartwood Wealth Advisors’s Portfolio CW Stock Details CW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$516K	Hold
2025 Q2	$464K	Hold
2025 Q1	$301K	Sell
2024 Q4	$355K	Hold
2024 Q3	$329K	Hold
2024 Q2	$271K	Hold
2024 Q1	$256K	Hold
2023 Q4	$223K	Buy