TAX MANAGED SMALL CAP PORTFOLIO CSW Holdings History
TAX MANAGED SMALL CAP PORTFOLIO's CSW Industrials Inc Holding Summary
As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held 9,253.00 shares of CSW Industrials Inc(CSW), totaling $2.89 Mil. This investment constitutes 1.55% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0.06% of the outstanding CSW Industrials Inc(CSW) stock.
The initial trade took place in 2021Q4. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 3 purchases of CSW, at an average price of $131.61, for a total of 24,470.00 shares. In addition, there have been 8 sales at an average price of $217.11 for 15,217.00 shares. Based on historical transaction data and CSW's current price of $288.33, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his CSW holdings is $2.75 Mil, reflecting a 85.43% gain to date.
TAX MANAGED SMALL CAP PORTFOLIO CSW ($288.33) Holding Chart
TAX MANAGED SMALL CAP PORTFOLIO CSW ($288.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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