Evergreen Capital Management’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 | – | Sell |
-9,750
| Closed | -$218K | – | 1155 |
|
|
2025
Q1 | $218K | Hold |
9,750
| – | – | 0.01% | 943 |
|
|
2024
Q4 | $213K | Sell |
9,750
-116
| -1% | -$2.53K | 0.01% | 952 |
|
|
2024
Q3 | $250K | Hold |
9,866
| – | – | 0.01% | 811 |
|
|
2024
Q2 | $257K | Hold |
9,866
| – | – | 0.01% | 723 |
|
|
2024
Q1 | $246K | Hold |
9,866
| – | – | 0.01% | 713 |
|
|
2023
Q4 | $234K | Buy |
+9,866
| New | +$234K | 0.01% | 702 |
|