CIBC Private Wealth Group
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CIBC Private Wealth Group’s Capital Southwest CSWC Stock Holding History

CIBC Private Wealth Group’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$34.2K Sell
2025
Q1 		$27.9K Sell
2024
Q4 		$41.5K Buy
2024
Q3 		$37K Buy
2024
Q2 		$14.8K Sell
2024
Q1 		$38.3K Buy
2022
Q3 		– Sell
2022
Q2 		$15K Hold
2022
Q1 		$19K Buy