Pathstone Family Office’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $304K | Buy |
+1,551
| New | +$304K | ﹤0.01% | 1304 |
|
|
2023
Q2 | – | Sell |
-1,103
| Closed | -$200K | – | 1249 |
|
|
2023
Q1 | $200K | Sell |
1,103
-1,365
| -55% | -$248K | ﹤0.01% | 1096 |
|
|
2022
Q4 | $422K | Sell |
2,468
-37
| -1% | -$6.32K | ﹤0.01% | 1173 |
|
|
2022
Q3 | $348K | Buy |
+2,505
| New | +$348K | ﹤0.01% | 1183 |
|
|
2019
Q4 | – | Sell |
-75
| Closed | -$10K | – | 467 |
|
|
2019
Q3 | $10K | Hold |
75
| – | – | ﹤0.01% | 481 |
|
|
2019
Q2 | $10K | Buy |
+75
| New | +$10K | ﹤0.01% | 520 |
|