AE Wealth Management’s CSW Industrials, Inc. CSW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,473
| Closed | -$391K | – | 1253 |
|
|
2024
Q2 | $391K | Hold |
1,473
| – | – | ﹤0.01% | 949 |
|
|
2024
Q1 | $346K | Sell |
1,473
-196
| -12% | -$46K | ﹤0.01% | 919 |
|
|
2023
Q4 | $342K | Buy |
1,669
+196
| +13% | +$40.1K | ﹤0.01% | 1642 |
|
|
2023
Q3 | $258K | Buy |
+1,473
| New | +$258K | ﹤0.01% | 1671 |
|
|
2022
Q2 | – | Sell |
-1,918
| Closed | -$226K | – | 1732 |
|
|
2022
Q1 | $226K | Sell |
1,918
-155
| -7% | -$18.3K | ﹤0.01% | 1538 |
|
|
2021
Q4 | $251K | Sell |
2,073
-147
| -7% | -$17.8K | ﹤0.01% | 1517 |
|
|
2021
Q3 | $283K | Hold |
2,220
| – | – | ﹤0.01% | 1377 |
|
|
2021
Q2 | $263K | Buy |
+2,220
| New | +$263K | ﹤0.01% | 1396 |
|
|
2019
Q1 | – | Sell |
-5,336
| Closed | -$258K | – | 639 |
|
|
2018
Q4 | $258K | Buy |
+5,336
| New | +$258K | 0.04% | 383 |
|