Carson Wealth (CWM LLC)’s CSW Industrials CSW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33.4K	Buy	128 +18	+16%	+$5.23K	﹤0.01%	4091
2025 Q4	$32K	Buy	110 +50	+83%	+$13.3K	﹤0.01%	3906
2025 Q3	$15K	Sell	60 -33	-35%	-$8.86K	﹤0.01%	4261
2025 Q2	$27K	Buy	93 +9	+11%	+$2.72K	﹤0.01%	3707
2025 Q1	$24K	Sell	84 -18	-18%	-$5.84K	﹤0.01%	3530
2024 Q4	$36K	Buy	102 +11	+12%	+$4.28K	﹤0.01%	3020
2024 Q3	$33K	Buy	91 +41	+82%	+$12.8K	﹤0.01%	3015
2024 Q2	$13K	Buy	50 +19	+61%	+$4.71K	﹤0.01%	3376
2024 Q1	$7K	Buy	31 +1	+3%	+$223	﹤0.01%	3495
2023 Q4	$6K	Hold	30	–	–	﹤0.01%	3408
2023 Q3	$5K	Hold	30	–	–	﹤0.01%	3434
2023 Q2	$5K	Hold	30	–	–	﹤0.01%	3423
2023 Q1	$4K	Hold	30	–	–	﹤0.01%	3367
2022 Q4	$3K	Hold	30	–	–	﹤0.01%	3388
2022 Q3	$4K	Hold	30	–	–	﹤0.01%	3151
2022 Q2	$3K	Sell	30 -70	-70%	-$7.46K	﹤0.01%	3175
2022 Q1	$12K	Hold	100	–	–	﹤0.01%	2360
2021 Q4	$12K	Buy	+100	New	+$13K	﹤0.01%	2235