IFP 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 | $5.47K | Buy |
21
+1
| +5% | +$291 | ﹤0.01% | 3464 |
|
|
2025
Q4 | $5.87K | Sell |
20
-168
| -89% | -$44.8K | ﹤0.01% | 3334 |
|
|
2025
Q3 | $45.6K | Sell |
188
-538
| -74% | -$144K | ﹤0.01% | 2117 |
|
|
2025
Q2 | $225K | Sell |
726
-1,193
| -62% | -$360K | 0.01% | 1216 |
|
|
2025
Q1 | $560K | Buy |
1,919
+1,803
| +1,554% | +$585K | 0.02% | 733 |
|
|
2024
Q4 | $41.6K | Buy |
116
+97
| +511% | +$37.7K | ﹤0.01% | 1914 |
|
|
2024
Q3 | $6.96K | Hold |
19
| – | – | ﹤0.01% | 2559 |
|
|
2024
Q2 | $5.04K | Hold |
19
| – | – | ﹤0.01% | 2555 |
|
|
2024
Q1 | $4.46K | Sell |
19
-19
| -50% | -$4.23K | ﹤0.01% | 2487 |
|
|
2023
Q4 | $7.88K | Buy |
38
+19
| +100% | +$3.45K | ﹤0.01% | 2270 |
|
|
2023
Q3 | $3.33K | Hold |
19
| – | – | ﹤0.01% | 2669 |
|
|
2023
Q2 | $3.16K | Hold |
19
| – | – | ﹤0.01% | 2710 |
|
|
2023
Q1 | $931 | Hold |
19
| – | – | ﹤0.01% | 3088 |
|
|
2022
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 4309 |
|
|
2022
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 4526 |
|
|
2022
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 4306 |
|
|
2022
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 4306 |
|
|
2021
Q4 | $2K | Sell |
19
-24
| -56% | -$3.13K | ﹤0.01% | 2763 |
|
|
2021
Q3 | $5K | Hold |
43
| – | – | ﹤0.01% | 2545 |
|
|
2021
Q2 | $5K | Hold |
43
| – | – | ﹤0.01% | 2456 |
|
|
2021
Q1 | $6K | Sell |
43
-47
| -52% | -$5.96K | ﹤0.01% | 2330 |
|
|
2020
Q4 | $10K | Hold |
90
| – | – | ﹤0.01% | 2070 |
|
|
2020
Q3 | $7K | Hold |
90
| – | – | ﹤0.01% | 2031 |
|
|
2020
Q2 | $6K | Sell |
90
-2
| -2% | -$135 | ﹤0.01% | 2000 |
|
|
2020
Q1 | $6K | Buy |
+92
| New | +$6.66K | ﹤0.01% | 1984 |
|
|
2017
Q4 | – | Sell |
-2,679
| Closed | -$119K | – | 3850 |
|
|
2017
Q3 | $119K | Hold |
2,679
| – | – | ﹤0.01% | 1449 |
|
|
2017
Q2 | $104K | Buy |
+2,679
| New | +$96.7K | ﹤0.01% | 1507 |
|
Other funds holding CSW
VPM
WA
VCM
CCA
