Focus Partners Wealth’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 | $204K | Sell |
9,272
-170
| -2% | -$3.75K | ﹤0.01% | 1854 |
|
|
2025
Q1 | $211K | Sell |
9,442
-22
| -0.2% | -$491 | ﹤0.01% | 1717 |
|
|
2024
Q4 | $207K | Buy |
9,464
+585
| +7% | +$12.8K | ﹤0.01% | 1709 |
|
|
2024
Q3 | $225K | Hold |
8,879
| – | – | ﹤0.01% | 1407 |
|
|
2024
Q2 | $232K | Hold |
8,879
| – | – | ﹤0.01% | 1129 |
|
|
2024
Q1 | $222K | Sell |
8,879
-250
| -3% | -$6.25K | ﹤0.01% | 906 |
|
|
2023
Q4 | $216K | Buy |
+9,129
| New | +$216K | ﹤0.01% | 739 |
|