Aperio Group’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,918
| Closed | -$208K | – | 2417 |
|
|
2019
Q2 | $208K | Buy |
+9,918
| New | +$208K | ﹤0.01% | 2162 |
|
|
2015
Q4 | – | Sell |
-13,762
| Closed | -$239K | – | 1995 |
|
|
2015
Q3 | $239K | Sell |
13,762
-2,070
| -13% | -$35.9K | ﹤0.01% | 1677 |
|
|
2015
Q2 | $290K | Buy |
15,832
+469
| +3% | +$8.59K | ﹤0.01% | 1660 |
|
|
2015
Q1 | $262K | Sell |
15,363
-834
| -5% | -$14.2K | ﹤0.01% | 1663 |
|
|
2014
Q4 | $225K | Sell |
16,197
-3,609
| -18% | -$50.1K | ﹤0.01% | 1673 |
|
|
2014
Q3 | $260K | Buy |
+19,806
| New | +$260K | ﹤0.01% | 1471 |
|