Allworth Financial’s CSW Industrials CSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.6K | Buy |
71
+5
| +8% | +$1.45K | ﹤0.01% | 3044 |
|
|
2025
Q4 | $19.4K | Buy |
66
+12
| +22% | +$3.2K | ﹤0.01% | 2847 |
|
|
2025
Q3 | $13.2K | Buy |
54
+5
| +10% | +$1.34K | ﹤0.01% | 2971 |
|
|
2025
Q2 | $14.1K | Sell |
49
-4
| -8% | -$1.21K | ﹤0.01% | 2729 |
|
|
2025
Q1 | $16.7K | Sell |
53
-1
| -2% | -$325 | ﹤0.01% | 2184 |
|
|
2024
Q4 | $21K | Sell |
54
-3
| -5% | -$1.17K | ﹤0.01% | 2057 |
|
|
2024
Q3 | $20.9K | Hold |
57
| – | – | ﹤0.01% | 1887 |
|
|
2024
Q2 | $16.2K | Buy |
57
+6
| +12% | +$1.49K | ﹤0.01% | 2005 |
|
|
2024
Q1 | $12K | Buy |
51
+1
| +2% | +$223 | ﹤0.01% | 2034 |
|
|
2023
Q4 | $10.4K | Buy |
50
+6
| +14% | +$1.09K | ﹤0.01% | 1967 |
|
|
2023
Q3 | $7.69K | Hold |
44
| – | – | ﹤0.01% | 1941 |
|
|
2023
Q2 | $7.29K | Hold |
44
| – | – | ﹤0.01% | 1958 |
|
|
2023
Q1 | $6.08K | Hold |
44
| – | – | ﹤0.01% | 1962 |
|
|
2022
Q4 | $5.07K | Sell |
44
-1
| -2% | -$120 | ﹤0.01% | 1891 |
|
|
2022
Q3 | $5K | Buy |
45
+1
| +2% | +$122 | ﹤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% | +$130 | ﹤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 | +$3.09K | ﹤0.01% | 838 |
|
Other funds holding CSW
VPM
WA
VCM
CCA
