IFP Advisors’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 | $335K | Sell |
660
-219
| -25% | -$111K | 0.01% | 1013 |
|
|
2025
Q1 | $279K | Buy |
879
+130
| +17% | +$41.2K | 0.01% | 1017 |
|
|
2024
Q4 | $266K | Buy |
749
+61
| +9% | +$21.6K | 0.01% | 1001 |
|
|
2024
Q3 | $226K | Sell |
688
-34
| -5% | -$11.2K | 0.01% | 1032 |
|
|
2024
Q2 | $196K | Sell |
722
-2
| -0.3% | -$542 | 0.01% | 1050 |
|
|
2024
Q1 | $185K | Sell |
724
-2
| -0.3% | -$512 | 0.01% | 1035 |
|
|
2023
Q4 | $162K | Buy |
726
+108
| +17% | +$24.1K | 0.01% | 1048 |
|
|
2023
Q3 | $121K | Buy |
+618
| New | +$121K | 0.01% | 1173 |
|
|
2023
Q1 | – | Sell |
-9
| Closed | -$1K | – | 3590 |
|
|
2022
Q4 | $1K | Sell |
9
-1
| -10% | -$111 | ﹤0.01% | 4311 |
|
|
2022
Q3 | $2K | Buy |
10
+1
| +11% | +$200 | ﹤0.01% | 4336 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 4309 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 4309 |
|
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 2923 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 2941 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 2847 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 2771 |
|
|
2020
Q4 | $1K | Sell |
9
-16
| -64% | -$1.78K | ﹤0.01% | 2712 |
|
|
2020
Q3 | $2K | Buy |
25
+20
| +400% | +$1.6K | ﹤0.01% | 2440 |
|
|
2020
Q2 | $0 | Sell |
5
-22
| -81% | – | ﹤0.01% | 2889 |
|
|
2020
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 2199 |
|
|
2019
Q4 | $4K | Sell |
27
-2
| -7% | -$296 | ﹤0.01% | 2245 |
|
|
2019
Q3 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 2403 |
|
|
2019
Q1 | – | Sell |
-57
| Closed | -$6K | – | 2562 |
|
|
2018
Q4 | $6K | Sell |
57
-451
| -89% | -$47.5K | ﹤0.01% | 2703 |
|
|
2018
Q3 | $70K | Hold |
508
| – | – | ﹤0.01% | 1684 |
|
|
2018
Q2 | $60K | Hold |
508
| – | – | ﹤0.01% | 1784 |
|
|
2018
Q1 | $62K | Hold |
508
| – | – | ﹤0.01% | 1683 |
|
|
2017
Q4 | $62K | Sell |
508
-82
| -14% | -$10K | ﹤0.01% | 1680 |
|
|
2017
Q3 | $62K | Hold |
590
| – | – | ﹤0.01% | 1842 |
|
|
2017
Q2 | $54K | Hold |
590
| – | – | ﹤0.01% | 1895 |
|
|
2017
Q1 | $54K | Sell |
590
-50
| -8% | -$4.58K | ﹤0.01% | 1864 |
|
|
2016
Q4 | $63K | Sell |
640
-6
| -0.9% | -$591 | ﹤0.01% | 1735 |
|
|
2016
Q3 | $59K | Buy |
646
+44
| +7% | +$4.02K | ﹤0.01% | 1694 |
|
|
2016
Q2 | $51K | Buy |
+602
| New | +$51K | ﹤0.01% | 1741 |
|
|
2016
Q1 | – | Sell |
-438
| Closed | -$30K | – | 2575 |
|
|
2015
Q4 | $30K | Buy |
+438
| New | +$30K | ﹤0.01% | 1900 |
|