Mount Yale Investment Advisors’s Curtiss-Wright CW Stock Holding History

Mount Yale Investment Advisors’s Portfolio CW Stock Details CW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$981K	Sell
2025 Q1	$762K	Sell
2024 Q4	$1.01M	Sell
2024 Q3	$949K	Buy
2018 Q4	–	Sell
2018 Q3	$2K	Sell
2018 Q2	$35K	Hold
2018 Q1	$40K	Buy