OneDigital 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 | $551K | Sell |
1,128
-37
| -3% | -$18.1K | 0.01% | 868 |
|
|
2025
Q1 | $370K | Buy |
1,165
+114
| +11% | +$36.2K | ﹤0.01% | 989 |
|
|
2024
Q4 | $373K | Sell |
1,051
-111
| -10% | -$39.4K | ﹤0.01% | 1021 |
|
|
2024
Q3 | $382K | Buy |
1,162
+37
| +3% | +$12.2K | ﹤0.01% | 1046 |
|
|
2024
Q2 | $305K | Buy |
+1,125
| New | +$305K | ﹤0.01% | 1103 |
|
|
2019
Q3 | – | Sell |
-155
| Closed | -$20K | – | 643 |
|
|
2019
Q2 | $20K | Hold |
155
| – | – | ﹤0.01% | 804 |
|
|
2019
Q1 | $18K | Hold |
155
| – | – | ﹤0.01% | 757 |
|
|
2018
Q4 | $16K | Hold |
155
| – | – | ﹤0.01% | 747 |
|
|
2018
Q3 | $21K | Hold |
155
| – | – | ﹤0.01% | 645 |
|
|
2018
Q2 | $18K | Hold |
155
| – | – | ﹤0.01% | 843 |
|
|
2018
Q1 | $21K | Hold |
155
| – | – | ﹤0.01% | 798 |
|
|
2017
Q4 | $19K | Sell |
155
-23
| -13% | -$2.82K | ﹤0.01% | 821 |
|
|
2017
Q3 | $19K | Buy |
+178
| New | +$19K | 0.01% | 655 |
|