EHC
Everett Harris & Co’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-13,040
| Closed | -$181K | – | 238 |
|
|
2016
Q1 | $181K | Sell |
13,040
-365
| -3% | -$5.07K | 0.01% | 230 |
|
|
2015
Q4 | $186K | Sell |
13,405
-170
| -1% | -$2.36K | 0.01% | 223 |
|
|
2015
Q3 | $643K | Sell |
13,575
-250
| -2% | -$11.8K | 0.02% | 155 |
|
|
2015
Q2 | $690K | Buy |
13,825
+40
| +0.3% | +$2K | 0.02% | 152 |
|
|
2015
Q1 | $640K | Buy |
13,785
+55
| +0.4% | +$2.55K | 0.02% | 151 |
|
|
2014
Q4 | $521K | Buy |
+13,730
| New | +$521K | 0.02% | 159 |
|