Allworth Financial’s CSW Industrials, Inc. CSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1K | Sell |
49
-4
| -8% | -$1.15K | ﹤0.01% | 2721 |
|
|
2025
Q1 | $16.7K | Sell |
53
-1
| -2% | -$315 | ﹤0.01% | 2177 |
|
|
2024
Q4 | $21K | Sell |
54
-3
| -5% | -$1.17K | ﹤0.01% | 2052 |
|
|
2024
Q3 | $20.9K | Hold |
57
| – | – | ﹤0.01% | 1885 |
|
|
2024
Q2 | $16.2K | Buy |
57
+6
| +12% | +$1.71K | ﹤0.01% | 2005 |
|
|
2024
Q1 | $12K | Buy |
51
+1
| +2% | +$235 | ﹤0.01% | 2034 |
|
|
2023
Q4 | $10.4K | Buy |
50
+6
| +14% | +$1.24K | ﹤0.01% | 1967 |
|
|
2023
Q3 | $7.69K | Hold |
44
| – | – | ﹤0.01% | 1941 |
|
|
2023
Q2 | $7.29K | Hold |
44
| – | – | ﹤0.01% | 1958 |
|
|
2023
Q1 | $6.09K | Hold |
44
| – | – | ﹤0.01% | 1962 |
|
|
2022
Q4 | $5.07K | Sell |
44
-1
| -2% | -$115 | ﹤0.01% | 1891 |
|
|
2022
Q3 | $5K | Buy |
45
+1
| +2% | +$111 | ﹤0.01% | 1868 |
|
|
2022
Q2 | $4K | Hold |
44
| – | – | ﹤0.01% | 1796 |
|
|
2022
Q1 | $5K | Hold |
44
| – | – | ﹤0.01% | 1622 |
|
|
2021
Q4 | $5K | Buy |
44
+1
| +2% | +$114 | ﹤0.01% | 1544 |
|
|
2021
Q3 | $6K | Hold |
43
| – | – | ﹤0.01% | 1464 |
|
|
2021
Q2 | $5K | Hold |
43
| – | – | ﹤0.01% | 1199 |
|
|
2021
Q1 | $6K | Hold |
43
| – | – | ﹤0.01% | 1086 |
|
|
2020
Q4 | $5K | Hold |
43
| – | – | ﹤0.01% | 976 |
|
|
2020
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 917 |
|
|
2020
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 933 |
|
|
2020
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 963 |
|
|
2019
Q4 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 838 |
|