LWM
Lakeridge Wealth Management’s Curtiss-Wright CW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Buy |
1,258
+1
| +0.1% | +$489 | 0.28% | 68 |
|
|
2025
Q1 | $399K | Hold |
1,257
| – | – | 0.2% | 98 |
|
|
2024
Q4 | $446K | Hold |
1,257
| – | – | 0.23% | 87 |
|
|
2024
Q3 | $413K | Hold |
1,257
| – | – | 0.23% | 85 |
|
|
2024
Q2 | $341K | Hold |
1,257
| – | – | 0.2% | 97 |
|
|
2024
Q1 | $322K | Hold |
1,257
| – | – | 0.21% | 92 |
|
|
2023
Q4 | $280K | Buy |
+1,257
| New | +$280K | 0.2% | 94 |
|