J.P. Morgan Private Wealth Advisors’s Curtiss-Wright CW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $413K | Sell |
2,112
-197
| -9% | -$38.5K | ﹤0.01% | 1328 |
|
|
2023
Q2 | $424K | Sell |
2,309
-4,961
| -68% | -$911K | ﹤0.01% | 1102 |
|
|
2023
Q1 | $1.28M | Buy |
7,270
+758
| +12% | +$134K | ﹤0.01% | 1053 |
|
|
2022
Q4 | $1.09M | Sell |
6,512
-455
| -7% | -$76K | ﹤0.01% | 1104 |
|
|
2022
Q3 | $969K | Buy |
6,967
+83
| +1% | +$11.5K | ﹤0.01% | 1150 |
|
|
2022
Q2 | $909K | Sell |
6,884
-1,595
| -19% | -$211K | ﹤0.01% | 1187 |
|
|
2022
Q1 | $1.27M | Sell |
8,479
-967
| -10% | -$145K | ﹤0.01% | 1095 |
|
|
2021
Q4 | $1.31M | Sell |
9,446
-417
| -4% | -$57.8K | ﹤0.01% | 1104 |
|
|
2021
Q3 | $1.25M | Buy |
9,863
+269
| +3% | +$34K | ﹤0.01% | 1112 |
|
|
2021
Q2 | $1.14M | Buy |
9,594
+1,005
| +12% | +$119K | ﹤0.01% | 1132 |
|
|
2021
Q1 | $1.02M | Buy |
8,589
+1,099
| +15% | +$130K | ﹤0.01% | 1027 |
|
|
2020
Q4 | $871K | Buy |
7,490
+471
| +7% | +$54.8K | ﹤0.01% | 1056 |
|
|
2020
Q3 | $655K | Buy |
7,019
+1,069
| +18% | +$99.8K | ﹤0.01% | 1049 |
|
|
2020
Q2 | $531K | Buy |
5,950
+3,485
| +141% | +$311K | ﹤0.01% | 1062 |
|
|
2020
Q1 | $228K | Buy |
2,465
+234
| +10% | +$21.6K | ﹤0.01% | 1245 |
|
|
2019
Q4 | $314K | Buy |
2,231
+384
| +21% | +$54K | ﹤0.01% | 1217 |
|
|
2019
Q3 | $239K | Buy |
+1,847
| New | +$239K | ﹤0.01% | 1274 |
|
|
2018
Q4 | – | Sell |
-1,489
| Closed | -$205K | – | 1482 |
|
|
2018
Q3 | $205K | Buy |
+1,489
| New | +$205K | ﹤0.01% | 1469 |
|