Venturi Wealth Management’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 |
-310
| Closed | -$110K | – | 858 |
|
|
2024
Q4 | $110K | Buy |
310
+74
| +31% | +$26.3K | 0.01% | 731 |
|
|
2024
Q3 | $77.6K | Buy |
236
+11
| +5% | +$3.62K | ﹤0.01% | 637 |
|
|
2024
Q2 | $61K | Buy |
225
+51
| +29% | +$13.8K | ﹤0.01% | 614 |
|
|
2024
Q1 | $44.5K | Buy |
174
+25
| +17% | +$6.4K | ﹤0.01% | 520 |
|
|
2023
Q4 | $33.2K | Buy |
149
+52
| +54% | +$11.6K | ﹤0.01% | 577 |
|
|
2023
Q3 | $19K | Buy |
+97
| New | +$19K | ﹤0.01% | 639 |
|