HERITAGE WEALTH MANAGEMENT, LLC – CSW Industrials, Inc. Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$196,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+16.28%
quarter
CSW Industrials, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.76% | 44 shares | 31.62K | $119.8 | 1.63K |
| Q2 2022 | share | Increase | +10.30% | 149 shares | -5.62K | $103.03 | 1.59K |
| Q1 2022 | share | Increase | +87.06% | 673 shares | 71K | $117.59 | 1.44K |
| Q3 2021 | share | Increase | +18.38% | 120 shares | 22K | $127.56 | 773 |
| Q2 2021 | share | Increase | +54.37% | 230 shares | 20K | $118.18 | 653 |
| Q1 2021 | share | Increase | 0.00% | 423 shares | 57K | $134.53 | 423 |