Creative Planning’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 | $2.33M | Sell |
8,115
-201
| -2% | -$57.7K | ﹤0.01% | 1212 |
|
|
2025
Q1 | $2.42M | Buy |
8,316
+48
| +0.6% | +$14K | ﹤0.01% | 1058 |
|
|
2024
Q4 | $2.92M | Buy |
8,268
+881
| +12% | +$311K | ﹤0.01% | 913 |
|
|
2024
Q3 | $2.71M | Buy |
7,387
+2,041
| +38% | +$748K | ﹤0.01% | 912 |
|
|
2024
Q2 | $1.42M | Buy |
5,346
+1,729
| +48% | +$459K | ﹤0.01% | 1171 |
|
|
2024
Q1 | $849K | Buy |
3,617
+1,629
| +82% | +$382K | ﹤0.01% | 1443 |
|
|
2023
Q4 | $412K | Buy |
1,988
+1,943
| +4,318% | +$403K | ﹤0.01% | 1837 |
|
|
2023
Q3 | $7.89K | Buy |
+45
| New | +$7.89K | ﹤0.01% | 2636 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$278 | – | 2569 |
|
|
2023
Q1 | $278 | Buy |
+2
| New | +$278 | ﹤0.01% | 2514 |
|
|
2017
Q3 | – | Sell |
-275
| Closed | -$11K | – | 2214 |
|
|
2017
Q2 | $11K | Hold |
275
| – | – | ﹤0.01% | 3520 |
|
|
2017
Q1 | $10K | Hold |
275
| – | – | ﹤0.01% | 3540 |
|
|
2016
Q4 | $10K | Buy |
+275
| New | +$10K | ﹤0.01% | 3487 |
|