CAPTRUST Financial Advisors’s CSW Industrials, Inc. CSW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
815
| – | – | ﹤0.01% | 2200 |
|
|
2025
Q1 | $238K | Sell |
815
-338
| -29% | -$98.5K | ﹤0.01% | 2084 |
|
|
2024
Q4 | $407K | Buy |
1,153
+56
| +5% | +$19.8K | ﹤0.01% | 1723 |
|
|
2024
Q3 | $402K | Buy |
1,097
+113
| +11% | +$41.4K | ﹤0.01% | 1706 |
|
|
2024
Q2 | $261K | Buy |
984
+42
| +4% | +$11.1K | ﹤0.01% | 1891 |
|
|
2024
Q1 | $221K | Buy |
+942
| New | +$221K | ﹤0.01% | 1948 |
|
|
2022
Q3 | – | Sell |
-115
| Closed | -$12K | – | 2492 |
|
|
2022
Q2 | $12K | Sell |
115
-233
| -67% | -$24.3K | ﹤0.01% | 3643 |
|
|
2022
Q1 | $41K | Hold |
348
| – | – | ﹤0.01% | 2927 |
|
|
2021
Q4 | $42K | Sell |
348
-96
| -22% | -$11.6K | ﹤0.01% | 2788 |
|
|
2021
Q3 | $57K | Hold |
444
| – | – | ﹤0.01% | 2488 |
|
|
2021
Q2 | $53K | Sell |
444
-964
| -68% | -$115K | ﹤0.01% | 2478 |
|
|
2021
Q1 | $190K | Sell |
1,408
-267
| -16% | -$36K | ﹤0.01% | 1515 |
|
|
2020
Q4 | $187K | Buy |
1,675
+120
| +8% | +$13.4K | ﹤0.01% | 1215 |
|
|
2020
Q3 | $121K | Hold |
1,555
| – | – | ﹤0.01% | 1259 |
|
|
2020
Q2 | $106K | Sell |
1,555
-265
| -15% | -$18.1K | ﹤0.01% | 1322 |
|
|
2020
Q1 | $108K | Buy |
+1,820
| New | +$108K | ﹤0.01% | 1089 |
|