Monongahela All Cap Value Fund CW Holdings History
Monongahela All Cap Value Fund's Curtiss-Wright Corp Holding Summary
As of 2025-04-30, FORUM FUNDS held 4,000.00 shares of Curtiss-Wright Corp(CW), totaling $1.38 Mil. This investment constitutes 4.43% of their stock portfolio, and FORUM FUNDS now holds 0.01% of the outstanding Curtiss-Wright Corp(CW) stock.
The initial trade took place in 2020Q4. And since then Monongahela All Cap Value Fund has made 4 purchases of CW, at an average price of $111.09, for a total of 5,500.00 shares. In addition, there have been 2 sales at an average price of $210.90 for 1,500.00 shares. Based on historical transaction data and CW's current price of $487.88, Monongahela All Cap Value Fund's estimated gain on his CW holdings is $1.66 Mil, reflecting a 271.18% gain to date.
Monongahela All Cap Value Fund CW ($487.88) Holding Chart
Monongahela All Cap Value Fund CW ($487.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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