Carson Wealth (CWM LLC)’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65K | Buy |
2,930
+615
| +27% | +$13.6K | ﹤0.01% | 3065 |
|
|
2025
Q1 | $52K | Buy |
2,315
+250
| +12% | +$5.62K | ﹤0.01% | 2951 |
|
|
2024
Q4 | $45K | Buy |
2,065
+1,040
| +101% | +$22.7K | ﹤0.01% | 2874 |
|
|
2024
Q3 | $26K | Buy |
1,025
+1
| +0.1% | +$25 | ﹤0.01% | 3196 |
|
|
2024
Q2 | $27K | Sell |
1,024
-60
| -6% | -$1.58K | ﹤0.01% | 2910 |
|
|
2024
Q1 | $27K | Buy |
1,084
+61
| +6% | +$1.52K | ﹤0.01% | 2696 |
|
|
2023
Q4 | $24K | Buy |
1,023
+1
| +0.1% | +$23 | ﹤0.01% | 2647 |
|
|
2023
Q3 | $23K | Hold |
1,022
| – | – | ﹤0.01% | 2589 |
|
|
2023
Q2 | $20K | Buy |
1,022
+1,000
| +4,545% | +$19.6K | ﹤0.01% | 2627 |
|
|
2023
Q1 | $0 | Buy |
+22
| New | – | ﹤0.01% | 4079 |
|