Wealthspire Advisors (Maryland)’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-23
| Closed | -$3K | – | 828 |
|
|
2019
Q1 | $3K | Sell |
23
-4
| -15% | -$522 | ﹤0.01% | 1988 |
|
|
2018
Q4 | $3K | Buy |
27
+24
| +800% | +$2.67K | ﹤0.01% | 1924 |
|
|
2018
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2400 |
|
|
2018
Q2 | $0 | Sell |
3
-346
| -99% | – | ﹤0.01% | 2456 |
|
|
2018
Q1 | $47K | Hold |
349
| – | – | ﹤0.01% | 1011 |
|
|
2017
Q4 | $43K | Buy |
349
+130
| +59% | +$16K | ﹤0.01% | 1064 |
|
|
2017
Q3 | $23K | Buy |
+219
| New | +$23K | ﹤0.01% | 1247 |
|