Heritage Wealth Management (Arizona)’s CSW Industrials, Inc. CSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $253K | Sell |
954
-239
| -20% | -$63.4K | 0.14% | 136 |
|
|
2024
Q1 | $280K | Sell |
1,193
-32
| -3% | -$7.51K | 0.14% | 132 |
|
|
2023
Q4 | $254K | Buy |
+1,225
| New | +$254K | 0.14% | 133 |
|
|
2022
Q4 | $420K | Buy |
3,625
+1,986
| +121% | +$230K | 0.06% | 245 |
|
|
2022
Q3 | $196K | Buy |
1,639
+44
| +3% | +$5.26K | 0.06% | 229 |
|
|
2022
Q2 | $164K | Buy |
1,595
+149
| +10% | +$15.4K | 0.05% | 273 |
|
|
2022
Q1 | $170K | Buy |
+1,446
| New | +$170K | 0.05% | 297 |
|
|
2021
Q3 | $99K | Buy |
773
+120
| +18% | +$15.4K | 0.04% | 342 |
|
|
2021
Q2 | $77K | Buy |
653
+230
| +54% | +$27.1K | 0.03% | 389 |
|
|
2021
Q1 | $57K | Buy |
+423
| New | +$57K | 0.03% | 356 |
|