Back to CSW
Portside Wealth Group, LLC → CSW
Portside Wealth Group, LLC CSW Position History
CSW Industrials, Inc. • Industrials
Quarters held
10
Latest value
$224K
Q3 2026
Peak value
$273K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $74K |
| Q3 2025 | $242K |
| Q4 2025 | $155K |
| Q4 2025 | $273K |
| Q1 2026 | $228K |
| Q1 2026 | $174K |
| Q2 2026 | $232K |
| Q2 2026 | $222K |
| Q3 2026 | $265K |
| Q3 2026 | $224K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $224K | 778 | — | — |
| Q3 2026 | $265K | 921 | — | — |
| Q2 2026 | $222K | 798 | — | — |
| Q2 2026 | $232K | 832 | — | — |
| Q1 2026 | $174K | 669 | — | — |
| Q1 2026 | $228K | 874 | — | — |
| Q4 2025 | $273K | 929 | — | — |
| Q4 2025 | $155K | 527 | — | — |
| Q3 2025 | $242K | 996 | — | — |
| Q3 2025 | $74K | 305 | — | — |
Other funds holding CSW
$227.7M
$195.6M
$192.9M
$187.6M
$187.6M
$171.7M
$167.1M