Global Retirement Partners’s Capital Southwest CSWC Stock Holding History

Global Retirement Partners’s Portfolio CSWC Stock Details CSWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$270K	Sell
2025 Q2	$280K	Buy
2024 Q4	$558K	Sell
2024 Q3	$924K	Sell
2024 Q2	$1.02M	Buy
2024 Q1	$13.3K	Sell
2023 Q4	$26.3K	Buy