Heritage Wealth Management (Arizona)’s CSW Industrials CSW Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio CSW Stock Details CSW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$253K	Sell
2024 Q1	$280K	Sell
2023 Q4	$254K	Buy
2022 Q4	$420K	Buy
2022 Q3	$196K	Buy
2022 Q2	$164K	Buy
2022 Q1	$170K	Buy
2021 Q3	$99K	Buy
2021 Q2	$77K	Buy
2021 Q1	$57K	Buy