Belpointe Asset Management’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,534
| Closed | -$27.3K | – | 1160 |
|
|
2023
Q1 | $27.3K | Sell |
1,534
-443
| -22% | -$7.87K | ﹤0.01% | 2121 |
|
|
2022
Q4 | $33.8K | Buy |
+1,977
| New | +$33.8K | ﹤0.01% | 1842 |
|
|
2020
Q1 | – | Sell |
-11,470
| Closed | -$238K | – | 654 |
|
|
2019
Q4 | $238K | Sell |
11,470
-6,110
| -35% | -$127K | 0.03% | 491 |
|
|
2019
Q3 | $383K | Buy |
+17,580
| New | +$383K | 0.06% | 340 |
|