SWS
SYSTM Wealth Solutions’s Curtiss-Wright CW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,495
| Closed | -$639K | – | 734 |
|
|
2024
Q1 | $639K | Buy |
2,495
+2
| +0.1% | +$512 | 0.08% | 258 |
|
|
2023
Q4 | $555K | Sell |
2,493
-317
| -11% | -$70.6K | 0.08% | 261 |
|
|
2023
Q3 | $550K | Sell |
2,810
-206
| -7% | -$40.3K | 0.08% | 273 |
|
|
2023
Q2 | $554K | Sell |
3,016
-7
| -0.2% | -$1.29K | 0.08% | 299 |
|
|
2023
Q1 | $533K | Buy |
3,023
+145
| +5% | +$25.6K | 0.08% | 287 |
|
|
2022
Q4 | $481K | Buy |
+2,878
| New | +$481K | 0.06% | 349 |
|