Back to CSW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CSW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CSW Position History
CSW Industrials, Inc. • Industrials
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $837K |
| Q4 2025 | $1.1M |
| Q1 2026 | $948K |
| Q2 2026 | $1.1M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 4.4K | — | — |
| Q2 2026 | $1.1M | 4.1K | — | — |
| Q1 2026 | $948K | 3.6K | — | — |
| Q4 2025 | $1.1M | 3.5K | — | — |
| Q3 2025 | $837K | 3.4K | — | — |
Other funds holding CSW
$227.7M
$195.6M
$192.9M
$187.6M
$187.6M
$171.7M
$167.1M