Cavalier Investments’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-59,200
| Closed | -$1.23M | – | 116 |
|
|
2019
Q4 | $1.23M | Sell |
59,200
-38,000
| -39% | -$790K | 0.53% | 51 |
|
|
2019
Q3 | $2.12M | Hold |
97,200
| – | – | 0.91% | 37 |
|
|
2019
Q2 | $2.04M | Hold |
97,200
| – | – | 0.85% | 36 |
|
|
2019
Q1 | $2.05M | Buy |
97,200
+50,200
| +107% | +$1.06M | 0.84% | 33 |
|
|
2018
Q4 | $903K | Buy |
+47,000
| New | +$903K | 0.29% | 71 |
|