Atria Wealth Solutions’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+9,738
| New | +$215K | ﹤0.01% | 1354 |
|
|
2024
Q3 | – | Sell |
-7,668
| Closed | -$200K | – | 1927 |
|
|
2024
Q2 | $200K | Buy |
+7,668
| New | +$200K | ﹤0.01% | 1763 |
|
|
2024
Q1 | – | Sell |
-13,670
| Closed | -$324K | – | 1961 |
|
|
2023
Q4 | $324K | Sell |
13,670
-1,434
| -9% | -$34K | ﹤0.01% | 1431 |
|
|
2023
Q3 | $346K | Sell |
15,104
-2,004
| -12% | -$45.9K | ﹤0.01% | 1317 |
|
|
2023
Q2 | $337K | Buy |
17,108
+1,784
| +12% | +$35.2K | ﹤0.01% | 1359 |
|
|
2023
Q1 | $272K | Buy |
+15,324
| New | +$272K | ﹤0.01% | 1466 |
|