Portside Wealth Group’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 | $1.25M | Buy |
2,552
+270
| +12% | +$132K | 0.18% | 121 |
|
2025
Q1 | $724K | Buy |
2,282
+149
| +7% | +$47.3K | 0.12% | 188 |
|
2024
Q4 | $757K | Buy |
2,133
+17
| +0.8% | +$6.03K | 0.13% | 173 |
|
2024
Q3 | $696K | Buy |
2,116
+1,245
| +143% | +$409K | 0.12% | 180 |
|
2024
Q2 | $236K | Sell |
871
-40
| -4% | -$10.8K | 0.05% | 311 |
|
2024
Q1 | $233K | Sell |
911
-3
| -0.3% | -$768 | 0.04% | 323 |
|
2023
Q4 | $204K | Buy |
+914
| New | +$204K | 0.04% | 335 |
|