Envestnet Asset 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 | $7.4M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $319K | Sell |
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|
2024
Q2 | $381K | Sell |
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|
2024
Q1 | $634K | Sell |
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|
2023
Q4 | $756K | Sell |
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|
2023
Q3 | $877K | Buy |
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|
2023
Q2 | $728K | Sell |
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|
2023
Q1 | $692K | Buy |
|
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|
2022
Q4 | $529K | Buy |
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|
2022
Q3 | $504K | Buy |
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|
2022
Q2 | $451K | Buy |
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|
2022
Q1 | $449K | Buy |
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|
2021
Q4 | $265K | Sell |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $324K | Sell |
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|
2020
Q4 | $312K | Buy |
|