Cornerstone Wealth Management’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $948K | Buy |
43,005
+686
| +2% | +$15.1K | 0.06% | 273 |
|
|
2025
Q1 | $945K | Buy |
42,319
+3,153
| +8% | +$70.4K | 0.06% | 253 |
|
|
2024
Q4 | $855K | Buy |
39,166
+1,557
| +4% | +$34K | 0.06% | 259 |
|
|
2024
Q3 | $951K | Sell |
37,609
-146
| -0.4% | -$3.69K | 0.07% | 227 |
|
|
2024
Q2 | $985K | Buy |
37,755
+1,155
| +3% | +$30.1K | 0.08% | 205 |
|
|
2024
Q1 | $914K | Buy |
36,600
+3,174
| +9% | +$79.2K | 0.07% | 217 |
|
|
2023
Q4 | $792K | Buy |
33,426
+1,733
| +5% | +$41.1K | 0.07% | 234 |
|
|
2023
Q3 | $726K | Buy |
31,693
+2,634
| +9% | +$60.3K | 0.07% | 239 |
|
|
2023
Q2 | $573K | Buy |
29,059
+2,219
| +8% | +$43.8K | 0.05% | 275 |
|
|
2023
Q1 | $477K | Buy |
+26,840
| New | +$477K | 0.05% | 288 |
|
|
2022
Q3 | $277K | Buy |
16,378
+1,499
| +10% | +$25.4K | 0.03% | 363 |
|
|
2022
Q2 | $274K | Buy |
+14,879
| New | +$274K | 0.03% | 367 |
|