Focused Wealth Management’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-250
| Closed | -$5.93K | – | 323 |
|
|
2023
Q4 | $5.93K | Hold |
250
| – | – | ﹤0.01% | 615 |
|
|
2023
Q3 | $5.73K | Hold |
250
| – | – | ﹤0.01% | 606 |
|
|
2023
Q2 | $4.93K | Hold |
250
| – | – | ﹤0.01% | 635 |
|
|
2023
Q1 | $4.45K | Hold |
250
| – | – | ﹤0.01% | 667 |
|
|
2022
Q4 | $4.28K | Buy |
+250
| New | +$4.28K | ﹤0.01% | 654 |
|