BRWM
CSW

B. Riley Wealth Management’s CSW Industrials CSW Stock Holding History

B. Riley Wealth Management’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$412 Hold
4,000
– – ﹤0.01% 456
2022
Q1 		$470K Hold
4,000
– – 0.04% 340
2021
Q4 		$483K Hold
4,000
– – 0.03% 360
2021
Q3 		$511K Buy
+4,000
New +$498K 0.04% 329
2020
Q3 		– Sell
-4,000
Closed -$276K – 432
2020
Q2 		$276K Hold
4,000
– – 0.03% 319
2020
Q1 		$259K Buy
+4,000
New +$290K 0.03% 384
2019
Q4 		– Sell
-4,000
Closed -$276K – 408
2019
Q3 		$276K Hold
4,000
– – 0.05% 290
2019
Q2 		$273 Hold
4,000
– – 0.04% 305
2019
Q1 		$229K Buy
+4,000
New +$216K 0.04% 323
2018
Q4 		– Sell
-4,000
Closed -$215K – 358
2018
Q3 		$215K Buy
+4,000
New +$218K 0.05% 274

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Vanguard Group
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CIP
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First Manhattan
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EVM
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Capital International Investors
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return