Foundations Investment Advisors’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
118,196
+11,525
| +11% | +$254K | 0.04% | 275 |
|
|
2025
Q1 | $2.38M | Buy |
106,671
+5,437
| +5% | +$121K | 0.04% | 274 |
|
|
2024
Q4 | $2.21M | Buy |
101,234
+20,105
| +25% | +$439K | 0.04% | 273 |
|
|
2024
Q3 | $2.05M | Buy |
81,129
+13,726
| +20% | +$347K | 0.04% | 265 |
|
|
2024
Q2 | $1.76M | Buy |
67,403
+1,950
| +3% | +$50.9K | 0.04% | 250 |
|
|
2024
Q1 | $1.63M | Buy |
65,453
+10,895
| +20% | +$272K | 0.04% | 253 |
|
|
2023
Q4 | $1.33M | Buy |
+54,558
| New | +$1.33M | 0.04% | 269 |
|