Kestra Advisory Services’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 | $1.1M | Buy |
2,255
+593
| +36% | +$290K | 0.01% | 1408 |
|
|
2025
Q1 | $527K | Buy |
1,662
+103
| +7% | +$32.7K | ﹤0.01% | 1787 |
|
|
2024
Q4 | $553K | Sell |
1,559
-71
| -4% | -$25.2K | ﹤0.01% | 1801 |
|
|
2024
Q3 | $536K | Buy |
1,630
+313
| +24% | +$103K | ﹤0.01% | 1723 |
|
|
2024
Q2 | $208K | Buy |
+1,317
| New | +$208K | ﹤0.01% | 2374 |
|
|
2021
Q1 | – | Sell |
-1,780
| Closed | -$207K | – | 1892 |
|
|
2020
Q4 | $207K | Buy |
+1,780
| New | +$207K | ﹤0.01% | 1699 |
|