USA Financial Formulas’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-798
| Closed | -$283K | – | 303 |
|
|
2024
Q4 | $283K | Sell |
798
-58
| -7% | -$20.6K | 0.04% | 134 |
|
|
2024
Q3 | $281K | Sell |
856
-56
| -6% | -$18.4K | 0.04% | 125 |
|
|
2024
Q2 | $247K | Sell |
912
-287
| -24% | -$77.8K | 0.04% | 141 |
|
|
2024
Q1 | $307K | Buy |
1,199
+1,177
| +5,350% | +$301K | 0.05% | 146 |
|
|
2023
Q4 | $4.9K | Sell |
22
-410
| -95% | -$91.3K | ﹤0.01% | 261 |
|
|
2023
Q3 | $84.5K | Hold |
432
| – | – | 0.13% | 164 |
|
|
2023
Q2 | $79.3K | Sell |
432
-266
| -38% | -$48.9K | 0.12% | 125 |
|
|
2023
Q1 | $123K | Buy |
+698
| New | +$123K | 0.2% | 76 |
|
|
2022
Q3 | – | Sell |
-1,056
| Closed | -$139K | – | 326 |
|
|
2022
Q2 | $139K | Buy |
1,056
+129
| +14% | +$17K | 0.17% | 78 |
|
|
2022
Q1 | $139K | Buy |
+927
| New | +$139K | 0.15% | 77 |
|
|
2018
Q3 | – | Sell |
-5,061
| Closed | -$684K | – | 296 |
|
|
2018
Q2 | $684K | Sell |
5,061
-20
| -0.4% | -$2.7K | 0.17% | 122 |
|
|
2018
Q1 | $686K | Buy |
+5,081
| New | +$686K | 0.17% | 122 |
|
|
2017
Q1 | – | Sell |
-2,333
| Closed | -$229K | – | 260 |
|
|
2016
Q4 | $229K | Sell |
2,333
-477
| -17% | -$46.8K | 0.06% | 236 |
|
|
2016
Q3 | $256K | Buy |
+2,810
| New | +$256K | 0.07% | 207 |
|