SSWM
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Smith Salley Wealth Management’s Curtiss-Wright CW Stock Holding History

Smith Salley Wealth Management’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.9M Buy
32,523
+1,122
+4% +$548K 0.92% 35
2025
Q1 		$9.96M Buy
31,401
+195
+0.6% +$61.9K 0.65% 46
2024
Q4 		$11.1M Buy
+31,206
New +$11.1M 0.71% 40