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Beacon Capital Management LLC (Tennessee)’s Capital Southwest CSWC Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2024
Q2 		– Sell
-397
Closed -$9.91K – 1064
2024
Q1 		$9.91K Buy
+397
New +$9.68K ﹤0.01% 576
2023
Q4 		– Sell
-140
Closed -$2.76K – 996
2023
Q3 		$2.76K Hold
140
– – ﹤0.01% 791
2023
Q2 		$2.76K Buy
+140
New +$2.58K ﹤0.01% 791

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ZIG
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SIS
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MW
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Beacon Capital Management LLC (Tennessee)'s CSWC Position: Q2 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Capital Southwest (CSWC) in Q2 2024, closing a stake of 397 shares — an estimated $9.91K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in CSWC in Q2 2023 and held it in 3 quarters. The position peaked at $9.91K in Q1 2024. 145 funds tracked by Wall St. Rank hold CSWC as of Q2 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Capital Southwest position as of Q2 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 397 Capital Southwest shares in Q2 2024, an estimated $9.91K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Capital Southwest in Q2 2023 and held it in 3 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Capital Southwest position peaked at $9.91K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2024, filed 24 Jul 2024.