Wealth Enhancement Advisory Services’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
$948K Buy
3,603
+59
+2% +$17.1K ﹤0.01% 1841
2025
Q4
$1.12M Buy
3,544
+101
+3% +$26.9K ﹤0.01% 1883
2025
Q3
$837K Buy
3,443
+20
+0.6% +$5.37K ﹤0.01% 1981
2025
Q2
$1M Buy
3,423
+113
+3% +$34.1K ﹤0.01% 1752
2025
Q1
$965K Sell
3,310
-76
-2% -$24.7K ﹤0.01% 1617
2024
Q4
$1.19M Buy
3,386
+16
+0.5% +$6.22K ﹤0.01% 1449
2024
Q3
$1.23M Buy
3,370
+19
+0.6% +$5.93K ﹤0.01% 1287
2024
Q2
$889K Sell
3,351
-549
-14% -$136K ﹤0.01% 1336
2024
Q1
$915K Buy
3,900
+8
+0.2% +$1.78K ﹤0.01% 1276
2023
Q4
$807K Sell
3,892
-1,206
-24% -$219K ﹤0.01% 1252
2023
Q3
$893K Buy
5,098
+958
+23% +$169K ﹤0.01% 1148
2023
Q2
$688K Buy
4,140
+6
+0.1% +$866 0.01% 315
2023
Q1
$574K Buy
+4,134
New +$558K 0.01% 373

Other funds holding CSW