Orion Portfolio Solutions’s Curtiss-Wright CW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.96M | Buy |
12,476
+472
| +4% | +$150K | 0.04% | 421 |
|
|
2024
Q4 | $4.26M | Sell |
12,004
-50
| -0.4% | -$17.7K | 0.04% | 377 |
|
|
2024
Q3 | $3.96M | Buy |
12,054
+1,169
| +11% | +$384K | 0.04% | 407 |
|
|
2024
Q2 | $2.95M | Buy |
10,885
+714
| +7% | +$193K | 0.03% | 481 |
|
|
2024
Q1 | $2.6M | Sell |
10,171
-300
| -3% | -$76.8K | 0.03% | 534 |
|
|
2023
Q4 | $2.26M | Sell |
10,471
-706
| -6% | -$152K | 0.03% | 570 |
|
|
2023
Q3 | $2.19M | Buy |
11,177
+4,335
| +63% | +$848K | 0.03% | 578 |
|
|
2023
Q2 | $1.26M | Sell |
6,842
-379
| -5% | -$69.6K | 0.01% | 857 |
|
|
2023
Q1 | $1.27M | Buy |
+7,221
| New | +$1.27M | 0.02% | 776 |
|
|
2020
Q3 | – | Sell |
-121
| Closed | -$11K | – | 777 |
|
|
2020
Q2 | $11K | Buy |
121
+11
| +10% | +$1K | ﹤0.01% | 1156 |
|
|
2020
Q1 | $10K | Buy |
110
+69
| +168% | +$6.27K | ﹤0.01% | 1058 |
|
|
2019
Q4 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 1180 |
|