Avantax Advisory Services’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
10,830
-327
| -3% | -$7.21K | ﹤0.01% | 2084 |
|
|
2025
Q1 | $249K | Sell |
11,157
-4,963
| -31% | -$111K | ﹤0.01% | 1956 |
|
|
2024
Q4 | $352K | Sell |
16,120
-457
| -3% | -$9.97K | ﹤0.01% | 1678 |
|
|
2024
Q3 | $419K | Buy |
16,577
+369
| +2% | +$9.33K | ﹤0.01% | 1535 |
|
|
2024
Q2 | $423K | Buy |
16,208
+5,147
| +47% | +$134K | ﹤0.01% | 1474 |
|
|
2024
Q1 | $276K | Buy |
11,061
+1,591
| +17% | +$39.7K | ﹤0.01% | 1348 |
|
|
2023
Q4 | $224K | Buy |
+9,470
| New | +$224K | ﹤0.01% | 1411 |
|