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Powell Investment Advisors, LLC → CW
Powell Investment Advisors, LLC CW Position History
Curtiss-Wright Corporation • Industrials
Quarters held
5
Latest value
$3.1M
Q3 2026
Peak value
$3.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.8M |
| Q4 2025 | $2.7M |
| Q1 2026 | $2.8M |
| Q2 2026 | $3.3M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 30.4K | — | — |
| Q2 2026 | $3.3M | 30.3K | — | — |
| Q1 2026 | $2.8M | 30.2K | — | — |
| Q4 2025 | $2.7M | 30.7K | — | — |
| Q3 2025 | $2.8M | 30.5K | — | — |
Other funds holding CW
$1.8B
$1.8B
$1.7B
$1.3B
$1.3B
$1.1B
$1.1B
$783.3M