Concurrent Investment Advisors’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,842
| Closed | -$302K | – | 1209 |
|
|
2024
Q4 | $302K | Sell |
13,842
-1,990
| -13% | -$43.4K | 0.01% | 817 |
|
|
2024
Q3 | $400K | Sell |
15,832
-1,545
| -9% | -$39.1K | 0.01% | 674 |
|
|
2024
Q2 | $453K | Buy |
17,377
+8,631
| +99% | +$225K | 0.01% | 609 |
|
|
2024
Q1 | $218K | Buy |
+8,746
| New | +$218K | 0.01% | 765 |
|