EverSource Wealth Advisors’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
$61.4K Buy
2025
Q1
$52.7K Sell
2024
Q4
$51.6K Buy
2024
Q3
$59.2K Buy
2024
Q2
$57.8K Buy