Integrated Wealth Concepts’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 | $1.32M | Buy |
2,707
+529
| +24% | +$258K | 0.01% | 785 |
|
|
2025
Q1 | $691K | Buy |
2,178
+386
| +22% | +$122K | 0.01% | 1001 |
|
|
2024
Q4 | $636K | Buy |
1,792
+17
| +1% | +$6.03K | 0.01% | 1019 |
|
|
2024
Q3 | $583K | Sell |
1,775
-12
| -0.7% | -$3.94K | 0.01% | 1018 |
|
|
2024
Q2 | $484K | Buy |
1,787
+94
| +6% | +$25.5K | 0.01% | 1064 |
|
|
2024
Q1 | $433K | Buy |
1,693
+2
| +0.1% | +$512 | 0.01% | 1116 |
|
|
2023
Q4 | $377K | Buy |
1,691
+72
| +4% | +$16K | 0.01% | 1134 |
|
|
2023
Q3 | $317K | Buy |
+1,619
| New | +$317K | 0.01% | 1202 |
|
|
2022
Q1 | – | Sell |
-2,025
| Closed | -$281K | – | 957 |
|
|
2021
Q4 | $281K | Buy |
+2,025
| New | +$281K | 0.01% | 801 |
|