Wealthspan Partners’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Hold |
800
| – | – | 0.16% | 82 |
|
|
2025
Q1 | $254K | Hold |
800
| – | – | 0.12% | 96 |
|
|
2024
Q4 | $284K | Hold |
800
| – | – | 0.14% | 91 |
|
|
2024
Q3 | $263K | Hold |
800
| – | – | 0.13% | 92 |
|
|
2024
Q2 | $217K | Hold |
800
| – | – | 0.12% | 99 |
|
|
2024
Q1 | $205K | Buy |
+800
| New | +$205K | 0.12% | 95 |
|