GRP
CSWC icon

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
Q4 		$257K Sell
11,587
-773
-6% -$16.3K ﹤0.01% 1324
2025
Q3 		$270K Sell
12,360
-335
-3% -$7.63K 0.01% 1026
2025
Q2 		$280K Buy
+12,695
New +$261K 0.01% 939
2024
Q4 		$558K Sell
25,581
-10,948
-30% -$258K 0.02% 600
2024
Q3 		$924K Sell
36,529
-2,584
-7% -$65.5K 0.03% 461
2024
Q2 		$1.02M Buy
39,113
+38,582
+7,266% +$990K 0.03% 416
2024
Q1 		$13.3K Sell
531
-510
-49% -$12.4K ﹤0.01% 1991
2023
Q4 		$26.3K Buy
+1,041
New +$23.2K ﹤0.01% 1627

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