Lido 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
Q2 | $660K | Buy |
1,350
+142
| +12% | +$69.4K | ﹤0.01% | 904 |
|
|
2025
Q1 | $384K | Sell |
1,208
-65
| -5% | -$20.6K | ﹤0.01% | 1031 |
|
|
2024
Q4 | $452K | Buy |
1,273
+18
| +1% | +$6.39K | ﹤0.01% | 952 |
|
|
2024
Q3 | $413K | Buy |
1,255
+73
| +6% | +$24K | ﹤0.01% | 920 |
|
|
2024
Q2 | $321K | Sell |
1,182
-13
| -1% | -$3.53K | ﹤0.01% | 976 |
|
|
2024
Q1 | $306K | Sell |
1,195
-84
| -7% | -$21.5K | ﹤0.01% | 993 |
|
|
2023
Q4 | $285K | Hold |
1,279
| – | – | ﹤0.01% | 948 |
|
|
2023
Q3 | $250K | Sell |
1,279
-144
| -10% | -$28.2K | ﹤0.01% | 893 |
|
|
2023
Q2 | $261K | Sell |
1,423
-28
| -2% | -$5.14K | ﹤0.01% | 896 |
|
|
2023
Q1 | $256K | Buy |
+1,451
| New | +$256K | ﹤0.01% | 834 |
|