LGT Financial 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
Q1 | – | Sell |
-47
| Closed | -$16.7K | – | 405 |
|
|
2024
Q4 | $16.7K | Hold |
47
| – | – | 0.04% | 343 |
|
|
2024
Q3 | $15.4K | Hold |
47
| – | – | 0.04% | 333 |
|
|
2024
Q2 | $12.7K | Hold |
47
| – | – | 0.03% | 415 |
|
|
2024
Q1 | $12K | Hold |
47
| – | – | 0.01% | 466 |
|
|
2023
Q4 | $10.5K | Hold |
47
| – | – | 0.01% | 478 |
|
|
2023
Q3 | $9.2K | Buy |
+47
| New | +$9.2K | 0.01% | 496 |
|