LWAM
Legacy Wealth Asset Management’s Curtiss-Wright CW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
4,465
-622
| -12% | -$304K | 0.55% | 39 |
|
|
2025
Q1 | $1.61M | Sell |
5,087
-423
| -8% | -$134K | 0.45% | 57 |
|
|
2024
Q4 | $1.96M | Sell |
5,510
-369
| -6% | -$131K | 0.53% | 40 |
|
|
2024
Q3 | $1.93M | Buy |
5,879
+1,013
| +21% | +$333K | 0.52% | 48 |
|
|
2024
Q2 | $1.32M | Buy |
4,866
+39
| +0.8% | +$10.6K | 0.37% | 72 |
|
|
2024
Q1 | $1.24M | Buy |
4,827
+282
| +6% | +$72.2K | 0.34% | 74 |
|
|
2023
Q4 | $1.01M | Sell |
4,545
-5
| -0.1% | -$1.11K | 0.33% | 87 |
|
|
2023
Q3 | $890K | Buy |
4,550
+527
| +13% | +$103K | 0.33% | 95 |
|
|
2023
Q2 | $739K | Sell |
4,023
-48
| -1% | -$8.82K | 0.26% | 110 |
|
|
2023
Q1 | $718K | Sell |
4,071
-118
| -3% | -$20.8K | 0.26% | 127 |
|
|
2022
Q4 | $700K | Sell |
4,189
-1,717
| -29% | -$287K | 0.27% | 134 |
|
|
2022
Q3 | $822K | Buy |
5,906
+325
| +6% | +$45.2K | 0.36% | 88 |
|
|
2022
Q2 | $737K | Sell |
5,581
-25
| -0.4% | -$3.3K | 0.3% | 132 |
|
|
2022
Q1 | $842K | Buy |
5,606
+822
| +17% | +$123K | 0.3% | 135 |
|
|
2021
Q4 | $663K | Buy |
4,784
+30
| +0.6% | +$4.16K | 0.22% | 163 |
|
|
2021
Q3 | $600K | Buy |
4,754
+5
| +0.1% | +$631 | 0.27% | 144 |
|
|
2021
Q2 | $564K | Sell |
4,749
-82
| -2% | -$9.74K | 0.25% | 147 |
|
|
2021
Q1 | $573K | Buy |
4,831
+2,388
| +98% | +$283K | 0.26% | 151 |
|
|
2020
Q4 | $284K | Buy |
+2,443
| New | +$284K | 0.14% | 239 |
|