Atria Wealth Solutions’s Capital Southwest CSWC Stock Holding History

Atria Wealth Solutions’s Portfolio CSWC Stock Details CSWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$215K	Buy
2024 Q3	–	Sell
2024 Q2	$200K	Buy
2024 Q1	–	Sell
2023 Q4	$324K	Sell
2023 Q3	$346K	Sell
2023 Q2	$337K	Buy
2023 Q1	$272K	Buy