Apollon Wealth Management’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
23,797
+2,299
| +11% | +$50.7K | 0.01% | 787 |
|
|
2025
Q1 | $480K | Buy |
21,498
+817
| +4% | +$18.2K | 0.01% | 771 |
|
|
2024
Q4 | $451K | Buy |
20,681
+127
| +0.6% | +$2.77K | 0.01% | 793 |
|
|
2024
Q3 | $520K | Buy |
20,554
+44
| +0.2% | +$1.11K | 0.01% | 707 |
|
|
2024
Q2 | $535K | Buy |
20,510
+37
| +0.2% | +$965 | 0.02% | 655 |
|
|
2024
Q1 | $511K | Buy |
20,473
+44
| +0.2% | +$1.1K | 0.02% | 692 |
|
|
2023
Q4 | $484K | Buy |
20,429
+1,139
| +6% | +$27K | 0.02% | 666 |
|
|
2023
Q3 | $442K | Buy |
19,290
+311
| +2% | +$7.12K | 0.02% | 579 |
|
|
2023
Q2 | $374K | Buy |
+18,979
| New | +$374K | 0.02% | 681 |
|