Back to CSW
HB Wealth Management, LLC → CSW
HB Wealth Management, LLC CSW Position History
CSW Industrials, Inc. • Industrials
Quarters held
4
Latest value
$831K
Q3 2026
Peak value
$941K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $941K |
| Q1 2026 | $806K |
| Q2 2026 | $852K |
| Q3 2026 | $831K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $831K | 2.9K | — | — |
| Q2 2026 | $852K | 3.1K | — | — |
| Q1 2026 | $806K | 3.1K | — | — |
| Q4 2025 | $941K | 3.2K | — | — |
Other funds holding CSW
$227.7M
$195.6M
$192.9M
$187.6M
$187.6M
$171.7M
$167.1M