Steward Partners Investment Advisory’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 | $2.62M | Buy |
5,373
+4,273
| +388% | +$2.09M | 0.02% | 621 |
|
|
2025
Q1 | $349K | Sell |
1,100
-56
| -5% | -$17.8K | ﹤0.01% | 1368 |
|
|
2024
Q4 | $410K | Buy |
1,156
+46
| +4% | +$16.3K | ﹤0.01% | 1257 |
|
|
2024
Q3 | $365K | Buy |
1,110
+573
| +107% | +$188K | ﹤0.01% | 1248 |
|
|
2024
Q2 | $146K | Buy |
537
+65
| +14% | +$17.6K | ﹤0.01% | 1597 |
|
|
2024
Q1 | $121K | Hold |
472
| – | – | ﹤0.01% | 1665 |
|
|
2023
Q4 | $105K | Hold |
472
| – | – | ﹤0.01% | 1678 |
|
|
2023
Q3 | $92.3K | Hold |
472
| – | – | ﹤0.01% | 1610 |
|
|
2023
Q2 | $86.7K | Hold |
472
| – | – | ﹤0.01% | 1652 |
|
|
2023
Q1 | $83.2K | Hold |
472
| – | – | ﹤0.01% | 1658 |
|
|
2022
Q4 | $78.8K | Hold |
472
| – | – | ﹤0.01% | 1647 |
|
|
2022
Q3 | $66K | Hold |
472
| – | – | ﹤0.01% | 1662 |
|
|
2022
Q2 | $62K | Hold |
472
| – | – | ﹤0.01% | 1698 |
|
|
2022
Q1 | $71K | Hold |
472
| – | – | ﹤0.01% | 1741 |
|
|
2021
Q4 | $65K | Hold |
472
| – | – | ﹤0.01% | 1776 |
|
|
2021
Q3 | $60K | Hold |
472
| – | – | ﹤0.01% | 1793 |
|
|
2021
Q2 | $56K | Hold |
472
| – | – | ﹤0.01% | 3083 |
|
|
2021
Q1 | $56K | Hold |
472
| – | – | ﹤0.01% | 1930 |
|
|
2020
Q4 | $55K | Hold |
472
| – | – | ﹤0.01% | 1619 |
|
|
2020
Q3 | $44K | Hold |
472
| – | – | ﹤0.01% | 1551 |
|
|
2020
Q2 | $42K | Hold |
472
| – | – | ﹤0.01% | 1483 |
|
|
2020
Q1 | $43K | Hold |
472
| – | – | ﹤0.01% | 1319 |
|
|
2019
Q4 | $66K | Hold |
472
| – | – | ﹤0.01% | 1281 |
|
|
2019
Q3 | $61K | Hold |
472
| – | – | ﹤0.01% | 1276 |
|
|
2019
Q2 | $60K | Buy |
+472
| New | +$60K | ﹤0.01% | 1264 |
|
|
2018
Q4 | – | Sell |
-472
| Closed | -$65K | – | 1043 |
|
|
2018
Q3 | $65K | Buy |
+472
| New | +$65K | ﹤0.01% | 1092 |
|