Envestnet Asset 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	$17.3M	Buy	66,441 +10,354	+18%	+$3.01M	﹤0.01%	1444
2025 Q4	$16.5M	Sell	56,087 -8,570	-13%	-$2.29M	﹤0.01%	1343
2025 Q3	$15.7M	Buy	64,657 +578	+0.9%	+$155K	﹤0.01%	1456
2025 Q2	$18.4M	Buy	64,079 +3,630	+6%	+$1.1M	0.01%	1308
2025 Q1	$17.6M	Buy	60,449 +7,348	+14%	+$2.38M	0.01%	1288
2024 Q4	$18.7M	Sell	53,101 -368	-0.7%	-$143K	0.01%	1241
2024 Q3	$19.6M	Buy	53,469 +1,112	+2%	+$347K	0.01%	1199
2024 Q2	$13.9M	Buy	52,357 +24,802	+90%	+$6.15M	﹤0.01%	1346
2024 Q1	$6.46M	Buy	27,555 +6,851	+33%	+$1.53M	﹤0.01%	1805
2023 Q4	$4.29M	Buy	20,704 +114	+0.6%	+$20.7K	﹤0.01%	2000
2023 Q3	$3.61M	Buy	20,590 +6,623	+47%	+$1.17M	﹤0.01%	2015
2023 Q2	$2.32M	Buy	13,967 +1,439	+11%	+$208K	﹤0.01%	2190
2023 Q1	$1.74M	Buy	12,528 +1,278	+11%	+$173K	﹤0.01%	2290
2022 Q4	$1.3M	Buy	11,250 +3	+0%	+$359	﹤0.01%	2451
2022 Q3	$1.35M	Buy	11,247 +426	+4%	+$52.1K	﹤0.01%	2330
2022 Q2	$1.11M	Sell	10,821 -154	-1%	-$16.4K	﹤0.01%	2495
2022 Q1	$1.29M	Buy	10,975 +1,021	+10%	+$120K	﹤0.01%	2471
2021 Q4	$1.2M	Sell	9,954 -1,425	-13%	-$186K	﹤0.01%	2511
2021 Q3	$1.45M	Buy	11,379 +283	+3%	+$35.2K	﹤0.01%	2310
2021 Q2	$1.31M	Sell	11,096 -616	-5%	-$78.6K	﹤0.01%	2346
2021 Q1	$1.58M	Buy	11,712 +609	+5%	+$77.3K	﹤0.01%	2092
2020 Q4	$1.24M	Sell	11,103 -517	-4%	-$51.6K	﹤0.01%	2070
2020 Q3	$898K	Sell	11,620 -877	-7%	-$63.6K	﹤0.01%	2075
2020 Q2	$864K	Sell	12,497 -1,106	-8%	-$74.6K	﹤0.01%	2055
2020 Q1	$882K	Buy	+13,603	New	+$985K	﹤0.01%	1891