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Abound Wealth Management’s Capital Southwest CSWC Stock Holding History

Abound Wealth Management’s Portfolio CSWC Stock Details CSWC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-57
Closed -$1.49K – 1307
2024
Q2 		$1.49K Hold
57
– – ﹤0.01% 673
2024
Q1 		$1.42K Hold
57
– – ﹤0.01% 719
2023
Q4 		$1.35K Buy
+57
New +$1.35K ﹤0.01% 717