Advisory Research’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $749K | Sell |
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|
2023
Q2 | $726K | Sell |
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|
2023
Q1 | $755K | Buy |
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|
2022
Q4 | $624K | Buy |
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|
2022
Q3 | $609K | Buy |
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|
2022
Q2 | $497K | Buy |
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|
2022
Q1 | $585K | Hold |
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|
2021
Q4 | $623K | Sell |
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|
2021
Q3 | $688K | Sell |
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|
2021
Q2 | $637K | Sell |
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|
2021
Q1 | $664K | Sell |
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|
2020
Q4 | $837K | Sell |
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|
2020
Q3 | $905K | Sell |
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|
2020
Q2 | $962K | Buy |
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|
2020
Q1 | $777K | Buy |
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|
2019
Q4 | $1.1M | Sell |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $899K | Sell |
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|
2019
Q1 | $986K | Sell |
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|
2018
Q4 | $953K | Buy |
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|
2018
Q3 | $911K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $24.8M | Sell |
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|
2015
Q2 | $30.8M | Buy |
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|
2015
Q1 | $27.7M | Sell |
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|
2014
Q4 | $34.8M | Sell |
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|
2014
Q3 | $33.6M | Buy |
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|
2014
Q2 | $30.7M | Buy |
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|
2014
Q1 | $24.3M | Buy |
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|
2013
Q4 | $3.72M | Buy |
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|
2013
Q3 | $3.2M | Buy |
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|
2013
Q2 | $3.15M | Buy |
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