Destination Wealth Management’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	$320K	Hold	1,228	–	–	0.01%	251
2025 Q4	$360K	Hold	1,228	–	–	0.01%	233
2025 Q3	$298K	Sell	1,228 -2	-0.2%	-$537	0.01%	221
2025 Q2	$353K	Hold	1,230	–	–	0.01%	204
2025 Q1	$359K	Buy	1,230 +2	+0.2%	+$649	0.01%	194
2024 Q4	$433K	Hold	1,228	–	–	0.01%	170
2024 Q3	$450K	Hold	1,228	–	–	0.01%	165
2024 Q2	$326K	Hold	1,228	–	–	0.01%	171
2024 Q1	$288K	Hold	1,228	–	–	0.01%	179
2023 Q4	$255K	Hold	1,228	–	–	0.01%	178
2023 Q3	$215K	Hold	1,228	–	–	0.01%	187
2023 Q2	$204K	Buy	+1,228	New	+$177K	0.01%	193
2022 Q1	–	Sell	-2,341	Closed	-$283K	–	196
2021 Q4	$283K	Buy	+2,341	New	+$305K	0.01%	175