Financial Synergies Wealth Advisors’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20
| Closed | -$500 | – | 149 |
|
|
2024
Q1 | $500 | Hold |
20
| – | – | ﹤0.01% | 455 |
|
|
2023
Q4 | $342 | Hold |
20
| – | – | ﹤0.01% | 408 |
|
|
2023
Q3 | $458 | Hold |
20
| – | – | ﹤0.01% | 448 |
|
|
2023
Q2 | $395 | Hold |
20
| – | – | ﹤0.01% | 452 |
|
|
2023
Q1 | $356 | Hold |
20
| – | – | ﹤0.01% | 451 |
|
|
2022
Q4 | $342 | Hold |
20
| – | – | ﹤0.01% | 408 |
|
|
2022
Q3 | $339 | Hold |
20
| – | – | ﹤0.01% | 402 |
|
|
2022
Q2 | $369 | Buy |
+20
| New | +$369 | ﹤0.01% | 405 |
|