TFO Wealth Partners’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$512 | – | 230 |
|
|
2024
Q1 | $512 | Hold |
2
| – | – | ﹤0.01% | 262 |
|
|
2023
Q4 | $446 | Hold |
2
| – | – | ﹤0.01% | 361 |
|
|
2023
Q3 | $367 | Hold |
2
| – | – | ﹤0.01% | 565 |
|
|
2023
Q2 | $367 | Hold |
2
| – | – | ﹤0.01% | 349 |
|
|
2023
Q1 | $353 | Sell |
2
-1
| -33% | -$177 | ﹤0.01% | 328 |
|
|
2022
Q4 | $727 | Buy |
+3
| New | +$727 | ﹤0.01% | 422 |
|