Benjamin Edwards Inc’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
87,765
+2,985
| +4% | +$65.8K | 0.02% | 465 |
|
|
2025
Q1 | $1.89M | Buy |
84,780
+2,405
| +3% | +$53.7K | 0.03% | 430 |
|
|
2024
Q4 | $1.8M | Buy |
82,375
+2,174
| +3% | +$47.4K | 0.03% | 463 |
|
|
2024
Q3 | $2.03M | Buy |
80,201
+72,710
| +971% | +$1.84M | 0.03% | 434 |
|
|
2024
Q2 | $195K | Sell |
7,491
-262
| -3% | -$6.82K | 0.04% | 344 |
|
|
2024
Q1 | $194K | Buy |
+7,753
| New | +$194K | 0.04% | 337 |
|