Global Retirement Partners’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 | $280K | Buy |
+12,695
| New | +$280K | 0.01% | 939 |
|
|
2024
Q4 | $558K | Sell |
25,581
-10,948
| -30% | -$239K | 0.02% | 600 |
|
|
2024
Q3 | $924K | Sell |
36,529
-2,584
| -7% | -$65.3K | 0.03% | 461 |
|
|
2024
Q2 | $1.02M | Buy |
39,113
+38,582
| +7,266% | +$1.01M | 0.03% | 416 |
|
|
2024
Q1 | $13.3K | Sell |
531
-510
| -49% | -$12.7K | ﹤0.01% | 1991 |
|
|
2023
Q4 | $26.3K | Buy |
+1,041
| New | +$26.3K | ﹤0.01% | 1627 |
|