U.S. Capital Wealth Advisors’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 |
-1,131
| Closed | -$289K | – | 675 |
|
|
2024
Q1 | $289K | Hold |
1,131
| – | – | 0.01% | 575 |
|
|
2023
Q4 | $252K | Hold |
1,131
| – | – | 0.01% | 588 |
|
|
2023
Q3 | $221K | Hold |
1,131
| – | – | 0.01% | 578 |
|
|
2023
Q2 | $208K | Buy |
+1,131
| New | +$208K | 0.01% | 621 |
|
|
2023
Q1 | – | Sell |
-1,131
| Closed | -$189K | – | 828 |
|
|
2022
Q4 | $189K | Sell |
1,131
-603
| -35% | -$101K | 0.01% | 616 |
|
|
2022
Q3 | $241K | Hold |
1,734
| – | – | 0.01% | 556 |
|
|
2022
Q2 | $229K | Hold |
1,734
| – | – | 0.01% | 604 |
|
|
2022
Q1 | $260K | Hold |
1,734
| – | – | 0.01% | 628 |
|
|
2021
Q4 | $240K | Hold |
1,734
| – | – | 0.01% | 642 |
|
|
2021
Q3 | $219K | Buy |
+1,734
| New | +$219K | 0.01% | 669 |
|