EverSource Wealth Advisors’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.4K | Buy |
2,787
+428
| +18% | +$9.43K | ﹤0.01% | 1491 |
|
|
2025
Q1 | $52.7K | Sell |
2,359
-6
| -0.3% | -$134 | ﹤0.01% | 1217 |
|
|
2024
Q4 | $51.6K | Buy |
2,365
+25
| +1% | +$545 | ﹤0.01% | 1177 |
|
|
2024
Q3 | $59.2K | Buy |
2,340
+90
| +4% | +$2.28K | ﹤0.01% | 997 |
|
|
2024
Q2 | $57.8K | Buy |
+2,250
| New | +$57.8K | ﹤0.01% | 1023 |
|