CWP
Core Wealth Partners’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
11,520
| – | – | 0.13% | 142 |
|
|
2025
Q1 | $257K | Hold |
11,520
| – | – | 0.15% | 140 |
|
|
2024
Q4 | $251K | Hold |
11,520
| – | – | 0.14% | 141 |
|
|
2024
Q3 | $291K | Hold |
11,520
| – | – | 0.18% | 117 |
|
|
2024
Q2 | $301K | Hold |
11,520
| – | – | 0.21% | 102 |
|
|
2024
Q1 | $288K | Hold |
11,520
| – | – | 0.22% | 92 |
|
|
2023
Q4 | $273K | Hold |
11,520
| – | – | 0.22% | 84 |
|
|
2023
Q3 | $264K | Hold |
11,520
| – | – | 0.24% | 83 |
|
|
2023
Q2 | $227K | Hold |
11,520
| – | – | 0.21% | 91 |
|
|
2023
Q1 | $205K | Hold |
11,520
| – | – | 0.21% | 92 |
|
|
2022
Q4 | $197K | Buy |
+11,520
| New | +$197K | 0.22% | 104 |
|