Sowell Financial Services’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 | $308K | Sell |
631
-127
| -17% | -$62K | 0.01% | 774 |
|
2025
Q1 | $240K | Buy |
+758
| New | +$240K | 0.01% | 858 |
|
2021
Q2 | – | Sell |
-668
| Closed | -$87K | – | 1005 |
|
2021
Q1 | $87K | Buy |
+668
| New | +$87K | ﹤0.01% | 1419 |
|
2020
Q3 | – | Sell |
-6
| Closed | -$1K | – | 2563 |
|
2020
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 2266 |
|
2020
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 2212 |
|
2019
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 2314 |
|
2019
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 2213 |
|