JFS Wealth 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 | $22K | Hold |
45
| – | – | ﹤0.01% | 639 |
|
|
2025
Q1 | $14.3K | Hold |
45
| – | – | ﹤0.01% | 763 |
|
|
2024
Q4 | $16K | Hold |
45
| – | – | ﹤0.01% | 703 |
|
|
2024
Q3 | $14.8K | Buy |
45
+1
| +2% | +$329 | ﹤0.01% | 722 |
|
|
2024
Q2 | $11.9K | Hold |
44
| – | – | ﹤0.01% | 740 |
|
|
2024
Q1 | $11.3K | Sell |
44
-2
| -4% | -$512 | ﹤0.01% | 780 |
|
|
2023
Q4 | $10.2K | Hold |
46
| – | – | ﹤0.01% | 764 |
|
|
2023
Q3 | $9K | Hold |
46
| – | – | ﹤0.01% | 764 |
|
|
2023
Q2 | $8.45K | Hold |
46
| – | – | ﹤0.01% | 783 |
|
|
2023
Q1 | $8.11K | Sell |
46
-2
| -4% | -$353 | ﹤0.01% | 791 |
|
|
2022
Q4 | $8.02K | Hold |
48
| – | – | ﹤0.01% | 796 |
|
|
2022
Q3 | $7K | Sell |
48
-7
| -13% | -$1.02K | ﹤0.01% | 852 |
|
|
2022
Q2 | $7K | Buy |
55
+21
| +62% | +$2.67K | ﹤0.01% | 865 |
|
|
2022
Q1 | $5K | Buy |
34
+20
| +143% | +$2.94K | ﹤0.01% | 1027 |
|
|
2021
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 1055 |
|