Mount Yale 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 | $981K | Sell |
2,009
-392
| -16% | -$191K | 0.08% | 207 |
|
|
2025
Q1 | $762K | Sell |
2,401
-448
| -16% | -$142K | 0.07% | 240 |
|
|
2024
Q4 | $1.01M | Sell |
2,849
-38
| -1% | -$13.5K | 0.08% | 196 |
|
|
2024
Q3 | $949K | Buy |
+2,887
| New | +$949K | 0.09% | 207 |
|
|
2018
Q4 | – | Sell |
-16
| Closed | -$2K | – | 420 |
|
|
2018
Q3 | $2K | Sell |
16
-277
| -95% | -$34.6K | ﹤0.01% | 901 |
|
|
2018
Q2 | $35K | Hold |
293
| – | – | 0.01% | 695 |
|
|
2018
Q1 | $40K | Buy |
+293
| New | +$40K | 0.01% | 659 |
|