Cornerstone Wealth Management’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 | $948K | Buy |
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|
2025
Q1 | $945K | Buy |
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|
2024
Q4 | $855K | Buy |
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|
2024
Q3 | $951K | Sell |
|
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|
2024
Q2 | $985K | Buy |
|
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|
2024
Q1 | $914K | Buy |
|
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|
2023
Q4 | $792K | Buy |
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|
2023
Q3 | $726K | Buy |
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|
2023
Q2 | $573K | Buy |
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|
2023
Q1 | $477K | Buy |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $274K | Buy |
|