VWM
CSW

Venturi Wealth Management’s CSW Industrials, Inc. CSW Stock Holding History

Venturi Wealth Management’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23
Closed -$8.12K – 847
2024
Q4 		$8.12K Buy
23
+15
+188% +$5.29K ﹤0.01% 1488
2024
Q3 		$2.93K Sell
8
-132
-94% -$48.4K ﹤0.01% 1599
2024
Q2 		$37.1K Buy
+140
New +$37.1K ﹤0.01% 760