JFS Wealth Advisors’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Hold |
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|
2025
Q1 | $14.3K | Hold |
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|
2024
Q4 | $16K | Hold |
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|
2024
Q3 | $14.8K | Buy |
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|
2024
Q2 | $11.9K | Hold |
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|
2024
Q1 | $11.3K | Sell |
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|
2023
Q4 | $10.2K | Hold |
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|
2023
Q3 | $9K | Hold |
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|
2023
Q2 | $8.45K | Hold |
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|
2023
Q1 | $8.11K | Sell |
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|
2022
Q4 | $8.02K | Hold |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q4 | $2K | Buy |
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