Core Wealth Partners’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
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|
2025
Q1 | $257K | Hold |
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|
2024
Q4 | $251K | Hold |
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|
2024
Q3 | $291K | Hold |
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $288K | Hold |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $205K | Hold |
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|
2022
Q4 | $197K | Buy |
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