Creative Planning’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 | $1.49M | Sell |
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|
2025
Q2 | $2.33M | Sell |
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|
2025
Q1 | $2.42M | Buy |
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|
2024
Q4 | $2.92M | Buy |
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|
2024
Q3 | $2.71M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $849K | Buy |
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|
2023
Q4 | $412K | Buy |
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|
2023
Q3 | $7.89K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $278 | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $11K | Hold |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $10K | Buy |
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