CreativeOne Wealth’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
98,874
+6,855
| +7% | +$151K | 0.06% | 319 |
|
|
2025
Q1 | $2.05M | Buy |
+92,019
| New | +$2.05M | 0.06% | 299 |
|
|
2023
Q4 | – | Sell |
-11,347
| Closed | -$260K | – | 629 |
|
|
2023
Q3 | $260K | Buy |
11,347
+29
| +0.3% | +$664 | 0.02% | 474 |
|
|
2023
Q2 | $223K | Buy |
+11,318
| New | +$223K | 0.01% | 752 |
|