FWM
CSW
Fairhaven Wealth Management’s CSW Industrials, Inc. CSW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $653K | Sell |
1,850
-260
| -12% | -$91.7K | 0.2% | 55 |
|
|
2024
Q3 | $773K | Sell |
2,110
-90
| -4% | -$33K | 0.24% | 51 |
|
|
2024
Q2 | $584K | Hold |
2,200
| – | – | 0.19% | 57 |
|
|
2024
Q1 | $516K | Hold |
2,200
| – | – | 0.18% | 61 |
|
|
2023
Q4 | $456K | Sell |
2,200
-1,720
| -44% | -$357K | 0.17% | 63 |
|
|
2023
Q3 | $687K | Hold |
3,920
| – | – | 0.27% | 48 |
|
|
2023
Q2 | $651K | Buy |
+3,920
| New | +$651K | 0.25% | 49 |
|
|
2022
Q4 | $454K | Hold |
3,920
| – | – | 0.19% | 56 |
|
|
2022
Q3 | $470K | Hold |
3,920
| – | – | 0.21% | 52 |
|
|
2022
Q2 | $404K | Hold |
3,920
| – | – | 0.19% | 57 |
|
|
2022
Q1 | $461K | Hold |
3,920
| – | – | 0.19% | 61 |
|
|
2021
Q4 | $474K | Hold |
3,920
| – | – | 0.18% | 59 |
|
|
2021
Q3 | $501K | Hold |
3,920
| – | – | 0.21% | 59 |
|
|
2021
Q2 | $464K | Hold |
3,920
| – | – | 0.18% | 59 |
|
|
2021
Q1 | $529K | Hold |
3,920
| – | – | 0.22% | 54 |
|
|
2020
Q4 | $439K | Hold |
3,920
| – | – | 0.19% | 59 |
|
|
2020
Q3 | $303K | Hold |
3,920
| – | – | 0.18% | 63 |
|
|
2020
Q2 | $271K | Hold |
3,920
| – | – | 0.18% | 70 |
|
|
2020
Q1 | $254K | Hold |
3,920
| – | – | 0.23% | 56 |
|
|
2019
Q4 | $302K | Hold |
3,920
| – | – | 0.25% | 51 |
|
|
2019
Q3 | $271K | Hold |
3,920
| – | – | 0.25% | 54 |
|
|
2019
Q2 | $267K | Hold |
3,920
| – | – | 0.25% | 54 |
|
|
2019
Q1 | $225K | Buy |
+3,920
| New | +$225K | 0.21% | 68 |
|