Okabena Investment Services’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-65
| Closed | -$12.7K | – | 110 |
|
|
2023
Q3 | $12.7K | Hold |
65
| – | – | 0.01% | 81 |
|
|
2023
Q2 | $11.9K | Sell |
65
-16
| -20% | -$2.94K | 0.01% | 127 |
|
|
2023
Q1 | $6.02K | Buy |
81
+16
| +25% | +$1.19K | ﹤0.01% | 120 |
|
|
2022
Q4 | $10.9K | Sell |
65
-322
| -83% | -$53.8K | 0.01% | 142 |
|
|
2022
Q3 | $54K | Hold |
387
| – | – | 0.03% | 136 |
|
|
2022
Q2 | $51K | Buy |
387
+65
| +20% | +$8.57K | 0.03% | 134 |
|
|
2022
Q1 | $48K | Hold |
322
| – | – | 0.02% | 144 |
|
|
2021
Q4 | $45K | Buy |
+322
| New | +$45K | 0.02% | 156 |
|