Evergreen Capital 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	$419K	Buy	1,607 +106	+7%	+$30.8K	0.01%	908
2025 Q4	$441K	Buy	1,501 +127	+9%	+$33.9K	0.01%	817
2025 Q3	$334K	Buy	1,374 +118	+9%	+$31.7K	0.01%	894
2025 Q2	$360K	Sell	1,256 -154	-11%	-$46.5K	0.01%	722
2025 Q1	$411K	Sell	1,410 -906	-39%	-$294K	0.01%	585
2024 Q4	$817K	Sell	2,316 -742	-24%	-$289K	0.03%	377
2024 Q3	$1.12M	Buy	3,058 +4	+0.1%	+$1.25K	0.04%	316
2024 Q2	$810K	Hold	3,054	–	–	0.03%	347
2024 Q1	$716K	Hold	3,054	–	–	0.03%	349
2023 Q4	$633K	Sell	3,054 -2	-0.1%	-$363	0.03%	367
2023 Q3	$536K	Hold	3,056	–	–	0.02%	374
2023 Q2	$508K	Buy	3,056 +2	+0.1%	+$289	0.02%	389
2023 Q1	$424K	Hold	3,054	–	–	0.02%	410
2022 Q4	$354K	Hold	3,054	–	–	0.02%	432
2022 Q3	$365K	Hold	3,054	–	–	0.02%	402
2022 Q2	$315K	Sell	3,054 -221	-7%	-$23.6K	0.02%	413
2022 Q1	$385K	Hold	3,275	–	–	0.02%	424
2021 Q4	$396K	Hold	3,275	–	–	0.02%	412
2021 Q3	$418K	Buy	+3,275	New	+$408K	0.02%	377