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Wallace Advisory Group’s Curtiss-Wright CW Stock Holding History

Wallace Advisory Group’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$203K Buy
640
+14
+2% +$4.44K 0.15% 165
2025
Q1 		$222K Sell
626
-7
-1% -$2.48K 0.15% 165
2024
Q4 		$208K Buy
+633
New +$208K 0.14% 168