Cambridge Investment Research 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $530K | Buy |
1,848
+269
| +17% | +$77.1K | ﹤0.01% | 2494 |
|
2025
Q1 | $460K | Sell |
1,579
-583
| -27% | -$170K | ﹤0.01% | 2527 |
|
2024
Q4 | $763K | Buy |
2,162
+199
| +10% | +$70.2K | ﹤0.01% | 2082 |
|
2024
Q3 | $719K | Buy |
1,963
+334
| +21% | +$122K | ﹤0.01% | 2118 |
|
2024
Q2 | $432K | Buy |
1,629
+36
| +2% | +$9.55K | ﹤0.01% | 2413 |
|
2024
Q1 | $374K | Sell |
1,593
-2
| -0.1% | -$470 | ﹤0.01% | 2527 |
|
2023
Q4 | $331K | Sell |
1,595
-80
| -5% | -$16.6K | ﹤0.01% | 2517 |
|
2023
Q3 | $293K | Buy |
1,675
+31
| +2% | +$5.42K | ﹤0.01% | 2510 |
|
2023
Q2 | $273K | Hold |
1,644
| – | – | ﹤0.01% | 2614 |
|
2023
Q1 | $228K | Buy |
+1,644
| New | +$228K | ﹤0.01% | 2717 |
|
2021
Q4 | – | Sell |
-1,659
| Closed | -$212K | – | 3194 |
|
2021
Q3 | $212K | Buy |
+1,659
| New | +$212K | ﹤0.01% | 2764 |
|
2021
Q2 | – | Sell |
-1,648
| Closed | -$222K | – | 3105 |
|
2021
Q1 | $222K | Buy |
+1,648
| New | +$222K | ﹤0.01% | 2530 |
|
2016
Q4 | – | Sell |
-29,355
| Closed | -$951K | – | 1735 |
|
2016
Q3 | $951K | Buy |
29,355
+11,197
| +62% | +$363K | 0.02% | 705 |
|
2016
Q2 | $592K | Buy |
18,158
+800
| +5% | +$26.1K | 0.01% | 860 |
|
2016
Q1 | $547K | Buy |
+17,358
| New | +$547K | 0.01% | 846 |
|