Portside Wealth Group, LLC's ownership history for CSW

Portside Wealth Group, LLC currently holds 1.5K shares with a market value of $402.1K. It started holding CSW on 2024-09-30. At its peak, it held 1.5K shares on 2026-03-31. Its highest holding value was $427.9K on 2025-03-31. At its lowest, it held 1.0K shares on 2024-12-31, with a value of $315.8K on 2025-09-30. In the recent 180 days, Portside Wealth Group, LLC has increased its shares by 242. In the recent year, Portside Wealth Group, LLC has increased its shares by 330.