CAPTRUST Financial Advisors’s CSW Industrials CSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $234K | Buy |
|
|||||
|
2025
Q2 | $234K | Hold |
|
|||||
|
2025
Q1 | $238K | Sell |
|
|||||
|
2024
Q4 | $407K | Buy |
|
|||||
|
2024
Q3 | $402K | Buy |
|
|||||
|
2024
Q2 | $261K | Buy |
|
|||||
|
2024
Q1 | $221K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $12K | Sell |
|
|||||
|
2022
Q1 | $41K | Hold |
|
|||||
|
2021
Q4 | $42K | Sell |
|
|||||
|
2021
Q3 | $57K | Hold |
|
|||||
|
2021
Q2 | $53K | Sell |
|
|||||
|
2021
Q1 | $190K | Sell |
|
|||||
|
2020
Q4 | $187K | Buy |
|
|||||
|
2020
Q3 | $121K | Hold |
|
|||||
|
2020
Q2 | $106K | Sell |
|
|||||
|
2020
Q1 | $108K | Buy |
|