Van Hulzen Asset Management’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 | $1.22M | Sell |
4,699
-689
| -13% | -$200K | 0.09% | 139 |
|
|
2025
Q4 | $1.58M | Sell |
5,388
-470
| -8% | -$125K | 0.12% | 120 |
|
|
2025
Q3 | $1.42M | Sell |
5,858
-147
| -2% | -$39.4K | 0.11% | 128 |
|
|
2025
Q2 | $1.72M | Sell |
6,005
-2,879
| -32% | -$870K | 0.14% | 114 |
|
|
2025
Q1 | $2.59M | Buy |
8,884
+2,786
| +46% | +$904K | 0.24% | 84 |
|
|
2024
Q4 | $2.15M | Buy |
6,098
+407
| +7% | +$158K | 0.16% | 106 |
|
|
2024
Q3 | $2.08M | Sell |
5,691
-3,367
| -37% | -$1.05M | 0.15% | 112 |
|
|
2024
Q2 | $2.4M | Buy |
9,058
+328
| +4% | +$81.4K | 0.16% | 97 |
|
|
2024
Q1 | $2.05M | Buy |
8,730
+860
| +11% | +$192K | 0.14% | 114 |
|
|
2023
Q4 | $1.63M | Buy |
7,870
+126
| +2% | +$22.9K | 0.11% | 119 |
|
|
2023
Q3 | $1.36M | Buy |
7,744
+1,883
| +32% | +$333K | 0.1% | 127 |
|
|
2023
Q2 | $974K | Buy |
5,861
+943
| +19% | +$136K | 0.08% | 123 |
|
|
2023
Q1 | $683K | Buy |
4,918
+812
| +20% | +$110K | 0.06% | 147 |
|
|
2022
Q4 | $476K | Buy |
4,106
+240
| +6% | +$28.7K | 0.05% | 179 |
|
|
2022
Q3 | $463K | Sell |
3,866
-2,321
| -38% | -$284K | 0.06% | 174 |
|
|
2022
Q2 | $637K | Sell |
6,187
-213
| -3% | -$22.7K | 0.08% | 148 |
|
|
2022
Q1 | $753K | Buy |
6,400
+754
| +13% | +$88.7K | 0.08% | 133 |
|
|
2021
Q4 | $682K | Buy |
5,646
+1,290
| +30% | +$168K | 0.07% | 147 |
|
|
2021
Q3 | $556K | Buy |
4,356
+17
| +0.4% | +$2.12K | 0.08% | 141 |
|
|
2021
Q2 | $514K | Buy |
4,339
+690
| +19% | +$88K | 0.08% | 145 |
|
|
2021
Q1 | $493K | Buy |
3,649
+1,349
| +59% | +$171K | 0.08% | 144 |
|
|
2020
Q4 | $257K | Buy |
+2,300
| New | +$230K | 0.04% | 228 |
|
|
2020
Q1 | – | Sell |
-5,733
| Closed | -$441K | – | 258 |
|
|
2019
Q4 | $441K | Sell |
5,733
-947
| -14% | -$68.1K | 0.09% | 162 |
|
|
2019
Q3 | $461K | Buy |
+6,680
| New | +$462K | 0.1% | 152 |
|
Other funds holding CSW
VPM
WA
VCM
CCA
