Integrated Wealth Concepts’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 | – | Sell |
-970
| Closed | -$283K | – | 1917 |
|
|
2025
Q1 | $283K | Buy |
970
+162
| +20% | +$47.3K | ﹤0.01% | 1435 |
|
|
2024
Q4 | $285K | Sell |
808
-173
| -18% | -$61K | ﹤0.01% | 1399 |
|
|
2024
Q3 | $359K | Sell |
981
-155
| -14% | -$56.8K | ﹤0.01% | 1232 |
|
|
2024
Q2 | $301K | Hold |
1,136
| – | – | ﹤0.01% | 1318 |
|
|
2024
Q1 | $267K | Hold |
1,136
| – | – | ﹤0.01% | 1383 |
|
|
2023
Q4 | $236K | Buy |
+1,136
| New | +$236K | ﹤0.01% | 1387 |
|