PFG Advisors’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 | – | Sell |
-3,211
| Closed | -$590K | – | 616 |
|
|
2023
Q2 | $590K | Hold |
3,211
| – | – | 0.04% | 378 |
|
|
2023
Q1 | $566K | Sell |
3,211
-2
| -0.1% | -$353 | 0.05% | 364 |
|
|
2022
Q4 | $537K | Buy |
3,213
+626
| +24% | +$105K | 0.05% | 341 |
|
|
2022
Q3 | $360K | Hold |
2,587
| – | – | 0.04% | 385 |
|
|
2022
Q2 | $342K | Buy |
2,587
+2
| +0.1% | +$264 | 0.04% | 297 |
|
|
2022
Q1 | $388K | Buy |
+2,585
| New | +$388K | 0.04% | 311 |
|