Advisor Group’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $225K | Buy |
10,852
+899
| +9% | +$18.6K | ﹤0.01% | 2306 |
|
|
2019
Q3 | $217K | Sell |
9,953
-68,010
| -87% | -$1.48M | ﹤0.01% | 2256 |
|
|
2019
Q2 | $1.63M | Sell |
77,963
-8,040
| -9% | -$168K | 0.01% | 850 |
|
|
2019
Q1 | $1.81M | Buy |
86,003
+82,108
| +2,108% | +$1.73M | 0.01% | 762 |
|
|
2018
Q4 | $75K | Sell |
3,895
-8,113
| -68% | -$156K | ﹤0.01% | 2874 |
|
|
2018
Q3 | $228K | Buy |
+12,008
| New | +$228K | ﹤0.01% | 2058 |
|