GHP Investment Advisors’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 | $56.3K | Sell |
216
-46
| -18% | -$13.4K | ﹤0.01% | 532 |
|
|
2025
Q4 | $76.9K | Hold |
262
| – | – | ﹤0.01% | 477 |
|
|
2025
Q3 | $63.6K | Hold |
262
| – | – | ﹤0.01% | 495 |
|
|
2025
Q2 | $75.2K | Hold |
262
| – | – | ﹤0.01% | 468 |
|
|
2025
Q1 | $76.4K | Sell |
262
-758
| -74% | -$246K | ﹤0.01% | 458 |
|
|
2024
Q4 | $360K | Sell |
1,020
-721
| -41% | -$280K | 0.02% | 323 |
|
|
2024
Q3 | $638K | Hold |
1,741
| – | – | 0.03% | 286 |
|
|
2024
Q2 | $462K | Hold |
1,741
| – | – | 0.02% | 304 |
|
|
2024
Q1 | $408K | Hold |
1,741
| – | – | 0.02% | 317 |
|
|
2023
Q4 | $361K | Hold |
1,741
| – | – | 0.02% | 331 |
|
|
2023
Q3 | $307K | Hold |
1,741
| – | – | 0.02% | 335 |
|
|
2023
Q2 | $326K | Sell |
1,741
-54
| -3% | -$7.8K | 0.02% | 336 |
|
|
2023
Q1 | $249K | Hold |
1,795
| – | – | 0.02% | 352 |
|
|
2022
Q4 | $208K | Hold |
1,795
| – | – | 0.01% | 365 |
|
|
2022
Q3 | $215K | Sell |
1,795
-56
| -3% | -$6.85K | 0.02% | 347 |
|
|
2022
Q2 | $191K | Hold |
1,851
| – | – | 0.01% | 353 |
|
|
2022
Q1 | $218K | Buy |
1,851
+1
| +0.1% | +$118 | 0.01% | 352 |
|
|
2021
Q4 | $224K | Hold |
1,850
| – | – | 0.02% | 305 |
|
|
2021
Q3 | $236K | Hold |
1,850
| – | – | 0.02% | 288 |
|
|
2021
Q2 | $219K | Hold |
1,850
| – | – | 0.02% | 286 |
|
|
2021
Q1 | $250K | Hold |
1,850
| – | – | 0.02% | 277 |
|
|
2020
Q4 | $207K | Buy |
+1,850
| New | +$185K | 0.02% | 275 |
|
|
2020
Q1 | – | Sell |
-2,875
| Closed | -$221K | – | 282 |
|
|
2019
Q4 | $221K | Sell |
2,875
-1,228
| -30% | -$88.2K | 0.02% | 289 |
|
|
2019
Q3 | $283K | Hold |
4,103
| – | – | 0.04% | 269 |
|
|
2019
Q2 | $280K | Hold |
4,103
| – | – | 0.03% | 279 |
|
|
2019
Q1 | $235K | Buy |
+4,103
| New | +$222K | 0.03% | 286 |
|
Other funds holding CSW
VPM
WA
VCM
CCA
