EverSource Wealth Advisors’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 | $25.8K | Buy |
90
+44
| +96% | +$12.6K | ﹤0.01% | 2088 |
|
2025
Q1 | $13.4K | Buy |
46
+9
| +24% | +$2.62K | ﹤0.01% | 1933 |
|
2024
Q4 | $13.1K | Buy |
37
+4
| +12% | +$1.41K | ﹤0.01% | 1868 |
|
2024
Q3 | $12.1K | Buy |
33
+8
| +32% | +$2.93K | ﹤0.01% | 1755 |
|
2024
Q2 | $8.11K | Buy |
25
+9
| +56% | +$2.92K | ﹤0.01% | 1972 |
|
2024
Q1 | $3.8K | Buy |
16
+1
| +7% | +$238 | ﹤0.01% | 2173 |
|
2023
Q4 | $3.11K | Hold |
15
| – | – | ﹤0.01% | 2039 |
|
2023
Q3 | $2.63K | Hold |
15
| – | – | ﹤0.01% | 1930 |
|
2023
Q2 | $2.49K | Hold |
15
| – | – | ﹤0.01% | 1966 |
|
2023
Q1 | $2.08K | Hold |
15
| – | – | ﹤0.01% | 1927 |
|
2022
Q4 | $1.74K | Hold |
15
| – | – | ﹤0.01% | 1954 |
|
2022
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 1647 |
|
2022
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1485 |
|