MLL
Moody Lynn & Lieberson’s Curtiss-Wright CW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Sell |
1,923
-11
| -0.6% | -$5.37K | 0.05% | 125 |
|
|
2025
Q1 | $614K | Sell |
1,934
-65
| -3% | -$20.6K | 0.04% | 155 |
|
|
2024
Q4 | $709K | Buy |
1,999
+18
| +0.9% | +$6.39K | 0.04% | 144 |
|
|
2024
Q3 | $651K | Hold |
1,981
| – | – | 0.04% | 155 |
|
|
2024
Q2 | $537K | Hold |
1,981
| – | – | 0.04% | 156 |
|
|
2024
Q1 | $507K | Buy |
1,981
+2
| +0.1% | +$512 | 0.03% | 160 |
|
|
2023
Q4 | $441K | Buy |
+1,979
| New | +$441K | 0.03% | 168 |
|
|
2023
Q2 | – | Sell |
-2,245
| Closed | -$396K | – | 227 |
|
|
2023
Q1 | $396K | Hold |
2,245
| – | – | 0.04% | 171 |
|
|
2022
Q4 | $374K | Buy |
+2,245
| New | +$374K | 0.03% | 184 |
|
|
2020
Q2 | – | Sell |
-3,725
| Closed | -$344 | – | 188 |
|
|
2020
Q1 | $344 | Sell |
3,725
-128
| -3% | -$12 | 0.05% | 130 |
|
|
2019
Q4 | $543K | Sell |
3,853
-235
| -6% | -$33.1K | 0.05% | 154 |
|
|
2019
Q3 | $529K | Buy |
4,088
+21
| +0.5% | +$2.72K | 0.06% | 137 |
|
|
2019
Q2 | $517K | Sell |
4,067
-49
| -1% | -$6.23K | 0.06% | 146 |
|
|
2019
Q1 | $467K | Sell |
4,116
-139
| -3% | -$15.8K | 0.05% | 149 |
|
|
2018
Q4 | $435K | Hold |
4,255
| – | – | 0.06% | 146 |
|
|
2018
Q3 | $585K | Sell |
4,255
-10
| -0.2% | -$1.38K | 0.06% | 143 |
|
|
2018
Q2 | $508K | Sell |
4,265
-85
| -2% | -$10.1K | 0.06% | 151 |
|
|
2018
Q1 | $588K | Sell |
4,350
-59
| -1% | -$7.98K | 0.07% | 132 |
|
|
2017
Q4 | $585K | Buy |
4,409
+104
| +2% | +$13.8K | 0.06% | 144 |
|
|
2017
Q3 | $450K | Buy |
+4,305
| New | +$450K | 0.05% | 165 |
|
|
2014
Q3 | – | Sell |
-4,335
| Closed | -$284K | – | 193 |
|
|
2014
Q2 | $284K | Buy |
+4,335
| New | +$284K | 0.04% | 163 |
|