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Baldwin Wealth Partners’s Capital Southwest CSWC Stock Holding History

Baldwin Wealth Partners’s Portfolio CSWC Stock Details CSWC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,360
Closed -$54K – 486
2017
Q2 		$54K Hold
3,360
– – 0.01% 291
2017
Q1 		$57K Hold
3,360
– – 0.01% 280
2016
Q4 		$54K Hold
3,360
– – 0.01% 288
2016
Q3 		$49K Buy
+3,360
New +$49K 0.01% 304