Advisory Services Network’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-955
| Closed | -$22.6K | – | 1912 |
|
|
2023
Q4 | $22.6K | Buy |
+955
| New | +$22.6K | ﹤0.01% | 2461 |
|
|
2021
Q3 | – | Sell |
-22,465
| Closed | -$522K | – | 1789 |
|
|
2021
Q2 | $522K | Sell |
22,465
-3,584
| -14% | -$83.3K | 0.02% | 861 |
|
|
2021
Q1 | $577K | Buy |
26,049
+475
| +2% | +$10.5K | 0.02% | 788 |
|
|
2020
Q4 | $454K | Buy |
+25,574
| New | +$454K | 0.02% | 774 |
|