HWA
Heartwood Wealth Advisors’s Curtiss-Wright CW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Hold |
950
| – | – | 0.05% | 113 |
|
|
2025
Q1 | $301K | Sell |
950
-50
| -5% | -$15.9K | 0.03% | 138 |
|
|
2024
Q4 | $355K | Hold |
1,000
| – | – | 0.04% | 117 |
|
|
2024
Q3 | $329K | Hold |
1,000
| – | – | 0.04% | 129 |
|
|
2024
Q2 | $271K | Hold |
1,000
| – | – | 0.03% | 141 |
|
|
2024
Q1 | $256K | Hold |
1,000
| – | – | 0.03% | 129 |
|
|
2023
Q4 | $223K | Buy |
+1,000
| New | +$223K | 0.03% | 131 |
|