MWC
MBM Wealth Consultants’s Curtiss-Wright CW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,150
| Closed | -$236K | – | 112 |
|
|
2023
Q3 | $236K | Hold |
1,150
| – | – | 0.1% | 93 |
|
|
2023
Q2 | $219K | Hold |
1,150
| – | – | 0.09% | 98 |
|
|
2023
Q1 | $203K | Hold |
1,150
| – | – | 0.08% | 100 |
|
|
2022
Q4 | $190K | Hold |
1,150
| – | – | 0.09% | 90 |
|
|
2022
Q3 | $164K | Hold |
1,150
| – | – | 0.08% | 86 |
|
|
2022
Q2 | $152K | Hold |
1,150
| – | – | 0.07% | 87 |
|
|
2022
Q1 | $173K | Hold |
1,150
| – | – | 0.07% | 100 |
|
|
2021
Q4 | $159K | Hold |
1,150
| – | – | 0.07% | 107 |
|
|
2021
Q3 | $145K | Hold |
1,150
| – | – | 0.07% | 116 |
|
|
2021
Q2 | $137K | Hold |
1,150
| – | – | 0.06% | 113 |
|
|
2021
Q1 | $136K | Buy |
1,150
+100
| +10% | +$11.8K | 0.07% | 106 |
|
|
2020
Q4 | $122K | Buy |
+1,050
| New | +$122K | 0.07% | 102 |
|
|
2019
Q3 | – | Sell |
-520
| Closed | -$66K | – | 212 |
|
|
2019
Q2 | $66K | Hold |
520
| – | – | 0.05% | 112 |
|
|
2019
Q1 | $59K | Hold |
520
| – | – | 0.05% | 115 |
|
|
2018
Q4 | $53K | Buy |
+520
| New | +$53K | 0.05% | 129 |
|