Spire Wealth Management’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 | $268K | Buy |
549
+97
| +21% | +$47.4K | 0.01% | 685 |
|
2025
Q1 | $143K | Buy |
452
+164
| +57% | +$52.1K | ﹤0.01% | 914 |
|
2024
Q4 | $102K | Buy |
+288
| New | +$102K | ﹤0.01% | 1026 |
|
2022
Q1 | – | Sell |
-309
| Closed | -$43K | – | 2593 |
|
2021
Q4 | $43K | Buy |
+309
| New | +$43K | ﹤0.01% | 1797 |
|
2021
Q2 | – | Sell |
-309
| Closed | -$37K | – | 2655 |
|
2021
Q1 | $37K | Buy |
+309
| New | +$37K | ﹤0.01% | 1872 |
|