CWM
Centric Wealth Management’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-36,000
| Closed | -$798K | – | 162 |
|
|
2021
Q1 | $798K | Sell |
36,000
-25,895
| -42% | -$574K | 0.23% | 112 |
|
|
2020
Q4 | $1.1M | Buy |
+61,895
| New | +$1.1M | 0.34% | 74 |
|
|
2020
Q3 | – | Sell |
-13,000
| Closed | -$175K | – | 129 |
|
|
2020
Q2 | $175K | Buy |
+13,000
| New | +$175K | 0.09% | 133 |
|