Benjamin F. Edwards & Company’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.81M | Buy |
69,218
+1,253
| +2% | +$32.7K | 0.03% | 395 |
|
|
2024
Q1 | $1.7M | Buy |
+67,965
| New | +$1.7M | 0.03% | 389 |
|
|
2023
Q3 | – | Sell |
-25
| Closed | – | – | 1749 |
|
|
2023
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 1771 |
|
|
2023
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 1806 |
|
|
2022
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 1844 |
|
|
2022
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 1825 |
|
|
2022
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 1813 |
|
|
2022
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1698 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1659 |
|
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1663 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 1648 |
|
|
2021
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1645 |
|
|
2020
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 1618 |
|
|
2020
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 1679 |
|
|
2020
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 1689 |
|
|
2020
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 1736 |
|
|
2019
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1814 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1787 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 1839 |
|
|
2019
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1637 |
|
|
2018
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 1685 |
|
|
2018
Q3 | $0 | Buy |
+25
| New | – | ﹤0.01% | 1589 |
|