Marks Group Wealth Management’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 | $11.2M | Sell |
22,912
-4,912
| -18% | -$2.4M | 1.04% | 14 |
|
|
2025
Q1 | $8.83M | Buy |
27,824
+870
| +3% | +$276K | 0.85% | 38 |
|
|
2024
Q4 | $9.57M | Sell |
26,954
-1,385
| -5% | -$491K | 0.94% | 22 |
|
|
2024
Q3 | $9.31M | Buy |
+28,339
| New | +$9.31M | 0.89% | 33 |
|
|
2021
Q1 | – | Sell |
-44,689
| Closed | -$5.2M | – | 257 |
|
|
2020
Q4 | $5.2M | Sell |
44,689
-130
| -0.3% | -$15.1K | 0.81% | 46 |
|
|
2020
Q3 | $4.18M | Buy |
44,819
+4,997
| +13% | +$466K | 0.76% | 63 |
|
|
2020
Q2 | $3.54M | Buy |
39,822
+191
| +0.5% | +$17K | 0.72% | 63 |
|
|
2020
Q1 | $3.66M | Buy |
39,631
+4,789
| +14% | +$442K | 0.94% | 39 |
|
|
2019
Q4 | $4.91M | Buy |
+34,842
| New | +$4.91M | 0.97% | 23 |
|