AEPWM
Atlantic Edge Private Wealth Management’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41K | Hold |
200
| – | – | ﹤0.01% | 426 |
|
|
2025
Q1 | $4.46K | Hold |
200
| – | – | ﹤0.01% | 416 |
|
|
2024
Q4 | $4.36K | Hold |
200
| – | – | ﹤0.01% | 402 |
|
|
2024
Q3 | $5.06K | Hold |
200
| – | – | ﹤0.01% | 396 |
|
|
2024
Q2 | $5.22K | Buy |
+200
| New | +$5.22K | ﹤0.01% | 368 |
|