Heritage Family Offices’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
$226K Hold
779
0.11% 162
2025
Q1
$227K Buy
779
+70
+10% +$20.4K 0.12% 157
2024
Q4
$250K Sell
709
-249
-26% -$87.8K 0.12% 152
2024
Q3
$351K Buy
958
+4
+0.4% +$1.47K 0.18% 113
2024
Q2
$253K Buy
+954
New +$253K 0.14% 136