Moneta Group Investment 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 | $568K | Sell |
1,162
-47
| -4% | -$23K | 0.01% | 410 |
|
|
2025
Q1 | $384K | Sell |
1,209
-81
| -6% | -$25.7K | 0.01% | 477 |
|
|
2024
Q4 | $458K | Sell |
1,290
-17
| -1% | -$6.03K | 0.01% | 423 |
|
|
2024
Q3 | $430K | Buy |
1,307
+44
| +3% | +$14.5K | 0.01% | 439 |
|
|
2024
Q2 | $342K | Hold |
1,263
| – | – | 0.01% | 460 |
|
|
2024
Q1 | $323K | Buy |
1,263
+8
| +0.6% | +$2.05K | 0.01% | 464 |
|
|
2023
Q4 | $280K | Buy |
1,255
+18
| +1% | +$4.01K | 0.01% | 460 |
|
|
2023
Q3 | $242K | Sell |
1,237
-15
| -1% | -$2.93K | 0.01% | 446 |
|
|
2023
Q2 | $230K | Buy |
1,252
+15
| +1% | +$2.76K | 0.01% | 480 |
|
|
2023
Q1 | $218K | Sell |
1,237
-9
| -0.7% | -$1.59K | 0.01% | 480 |
|
|
2022
Q4 | $207K | Buy |
+1,246
| New | +$207K | 0.01% | 433 |
|
|
2022
Q1 | – | Sell |
-2,091
| Closed | -$290K | – | 457 |
|
|
2021
Q4 | $290K | Sell |
2,091
-1
| -0% | -$139 | 0.01% | 385 |
|
|
2021
Q3 | $264K | Buy |
2,092
+4
| +0.2% | +$505 | 0.01% | 384 |
|
|
2021
Q2 | $248K | Buy |
2,088
+98
| +5% | +$11.6K | 0.01% | 395 |
|
|
2021
Q1 | $236K | Buy |
+1,990
| New | +$236K | 0.01% | 376 |
|