TRIA
Trail Ridge Investment Advisors’s Curtiss-Wright CW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Sell |
1,322
-4
| -0.3% | -$1.96K | 0.31% | 60 |
|
|
2025
Q1 | $421K | Buy |
1,326
+54
| +4% | +$17.1K | 0.22% | 73 |
|
|
2024
Q4 | $451K | Sell |
1,272
-2
| -0.2% | -$710 | 0.21% | 77 |
|
|
2024
Q3 | $446K | Sell |
1,274
-26
| -2% | -$9.1K | 0.21% | 77 |
|
|
2024
Q2 | $352K | Buy |
1,300
+101
| +8% | +$27.4K | 0.18% | 83 |
|
|
2024
Q1 | $307K | Sell |
1,199
-32
| -3% | -$8.19K | 0.17% | 85 |
|
|
2023
Q4 | $274K | Buy |
1,231
+128
| +12% | +$28.5K | 0.17% | 92 |
|
|
2023
Q3 | $216K | Buy |
+1,103
| New | +$216K | 0.15% | 100 |
|
|
2023
Q2 | – | Sell |
-1,147
| Closed | -$202K | – | 117 |
|
|
2023
Q1 | $202K | Sell |
1,147
-245
| -18% | -$43.2K | 0.13% | 117 |
|
|
2022
Q4 | $232K | Sell |
1,392
-4
| -0.3% | -$668 | 0.16% | 110 |
|
|
2022
Q3 | $233K | Buy |
+1,396
| New | +$233K | 0.15% | 119 |
|
|
2022
Q1 | – | Sell |
-1,456
| Closed | -$202K | – | 135 |
|
|
2021
Q4 | $202K | Buy |
+1,456
| New | +$202K | 0.12% | 135 |
|