TWA
TCI Wealth Advisors’s Curtiss-Wright CW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-17
| Closed | -$3K | – | 691 |
|
2023
Q1 | $3K | Sell |
17
-1
| -6% | -$176 | ﹤0.01% | 1852 |
|
2022
Q4 | $3.01K | Buy |
18
+2
| +13% | +$334 | ﹤0.01% | 1857 |
|
2022
Q3 | $2K | Buy |
16
+3
| +23% | +$375 | ﹤0.01% | 1915 |
|
2022
Q2 | $2K | Buy |
13
+1
| +8% | +$154 | ﹤0.01% | 1977 |
|
2022
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 1965 |
|
2021
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 2077 |
|
2021
Q3 | $2K | Buy |
12
+2
| +20% | +$333 | ﹤0.01% | 2090 |
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 2175 |
|
2021
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2025 |
|
2020
Q4 | – | Sell |
-17
| Closed | -$2K | – | 1536 |
|
2020
Q3 | $2K | Buy |
17
+14
| +467% | +$1.65K | ﹤0.01% | 1073 |
|
2020
Q2 | $0 | Sell |
3
-27
| -90% | – | ﹤0.01% | 1479 |
|
2020
Q1 | $3K | Buy |
30
+4
| +15% | +$400 | ﹤0.01% | 836 |
|
2019
Q4 | $4K | Buy |
26
+6
| +30% | +$923 | ﹤0.01% | 901 |
|
2019
Q3 | $3K | Buy |
20
+4
| +25% | +$600 | ﹤0.01% | 935 |
|
2019
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 986 |
|