B. Riley Wealth Advisors’s CSW Industrials, Inc. CSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,000
| Closed | -$701K | – | 1436 |
|
|
2024
Q1 | $701K | Hold |
4,000
| – | – | 0.02% | 639 |
|
|
2023
Q4 | $830K | Hold |
4,000
| – | – | 0.02% | 589 |
|
|
2023
Q3 | $701K | Sell |
4,000
-4,000
| -50% | -$701K | 0.02% | 639 |
|
|
2023
Q2 | $1.33M | Buy |
8,000
+4,000
| +100% | +$665K | 0.03% | 475 |
|
|
2023
Q1 | $556K | Hold |
4,000
| – | – | 0.01% | 759 |
|
|
2022
Q4 | $464K | Hold |
4,000
| – | – | 0.01% | 821 |
|
|
2022
Q3 | $480K | Buy |
+4,000
| New | +$480K | 0.01% | 772 |
|