CIBC Private Wealth Group’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.2K | Sell |
1,551
-1
| -0.1% | -$22 | ﹤0.01% | 1815 |
|
|
2025
Q1 | $27.9K | Sell |
1,552
-338
| -18% | -$6.08K | ﹤0.01% | 1865 |
|
|
2024
Q4 | $41.5K | Buy |
1,890
+427
| +29% | +$9.37K | ﹤0.01% | 1746 |
|
|
2024
Q3 | $37K | Buy |
1,463
+913
| +166% | +$23.1K | ﹤0.01% | 1882 |
|
|
2024
Q2 | $14.8K | Sell |
550
-1,000
| -65% | -$27K | ﹤0.01% | 2153 |
|
|
2024
Q1 | $38.3K | Buy |
+1,550
| New | +$38.3K | ﹤0.01% | 1777 |
|
|
2022
Q3 | – | Sell |
-800
| Closed | -$15K | – | 962 |
|
|
2022
Q2 | $15K | Hold |
800
| – | – | ﹤0.01% | 1042 |
|
|
2022
Q1 | $19K | Buy |
+800
| New | +$19K | ﹤0.01% | 1108 |
|