Campbell & Co Investment Adviser’s Capital Southwest CSWC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $460K | Sell |
20,873
-489
| -2% | -$10.8K | 0.03% | 816 |
|
2025
Q1 | $477K | Sell |
21,362
-13,738
| -39% | -$307K | 0.04% | 697 |
|
2024
Q4 | $766K | Buy |
+35,100
| New | +$766K | 0.06% | 502 |
|
2024
Q2 | – | Sell |
-10,695
| Closed | -$267K | – | 1091 |
|
2024
Q1 | $267K | Buy |
10,695
+248
| +2% | +$6.19K | 0.02% | 947 |
|
2023
Q4 | $248K | Buy |
+10,447
| New | +$248K | 0.02% | 976 |
|