Bard Associates’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $270K | Sell |
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|
2025
Q2 | $380K | Hold |
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|
2025
Q1 | $385K | Hold |
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|
2024
Q4 | $377K | Sell |
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|
2024
Q3 | $460K | Hold |
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|
2024
Q2 | $474K | Hold |
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|
2024
Q1 | $454K | Sell |
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|
2023
Q4 | $439K | Sell |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $373K | Hold |
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|
2023
Q1 | $336K | Hold |
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|
2022
Q4 | $323K | Hold |
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|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $467K | Sell |
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|
2021
Q4 | $505K | Hold |
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|
2021
Q3 | $503K | Hold |
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|
2021
Q2 | $464K | Buy |
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|
2021
Q1 | $436K | Hold |
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|
2020
Q4 | $349K | Buy |
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|
2020
Q3 | $246K | Sell |
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|
2020
Q2 | $240K | Hold |
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|
2020
Q1 | $203K | Hold |
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|
2019
Q4 | $370K | Sell |
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|
2019
Q3 | $395K | Sell |
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|
2019
Q2 | $406K | Hold |
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|
2019
Q1 | $408K | Hold |
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|
2018
Q4 | $372K | Hold |
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|
2018
Q3 | $368K | Hold |
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|
2018
Q2 | $351K | Buy |
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|
2018
Q1 | $282K | Hold |
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|
2017
Q4 | $274K | Sell |
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|
2017
Q3 | $288K | Buy |
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|
2017
Q2 | $263K | Buy |
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