1900 Wealth Management’s Capital Southwest CSWC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $403K | Hold |
18,272
| – | – | 0.03% | 165 |
|
2025
Q1 | $408K | Hold |
18,272
| – | – | 0.03% | 161 |
|
2024
Q4 | $399K | Hold |
18,272
| – | – | 0.03% | 161 |
|
2024
Q3 | $462K | Hold |
18,272
| – | – | 0.04% | 151 |
|
2024
Q2 | $477K | Hold |
18,272
| – | – | 0.04% | 151 |
|
2024
Q1 | $456K | Hold |
18,272
| – | – | 0.04% | 166 |
|
2023
Q4 | $433K | Hold |
18,272
| – | – | 0.04% | 210 |
|
2023
Q3 | $418K | Hold |
18,272
| – | – | 0.04% | 202 |
|
2023
Q2 | $360K | Hold |
18,272
| – | – | 0.04% | 179 |
|
2023
Q1 | $312K | Hold |
18,272
| – | – | 0.03% | 197 |
|
2022
Q4 | $312K | Hold |
18,272
| – | – | 0.03% | 193 |
|
2022
Q3 | $310K | Hold |
18,272
| – | – | 0.04% | 186 |
|
2022
Q2 | $337K | Hold |
18,272
| – | – | 0.04% | 186 |
|
2022
Q1 | $434K | Hold |
18,272
| – | – | 0.04% | 172 |
|
2021
Q4 | $462K | Hold |
18,272
| – | – | 0.04% | 174 |
|
2021
Q3 | $460K | Hold |
18,272
| – | – | 0.04% | 166 |
|
2021
Q2 | $424K | Hold |
18,272
| – | – | 0.04% | 162 |
|
2021
Q1 | $405 | Buy |
+18,272
| New | +$405 | 0.03% | 134 |
|