GLA
Good Life Advisors’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,400
| Closed | -$364K | – | 512 |
|
|
2024
Q3 | $364K | Buy |
+14,400
| New | +$364K | 0.02% | 421 |
|
|
2024
Q2 | – | Sell |
-10,557
| Closed | -$263K | – | 467 |
|
|
2024
Q1 | $263K | Sell |
10,557
-726
| -6% | -$18.1K | 0.02% | 373 |
|
|
2023
Q4 | $267K | Sell |
11,283
-1,130
| -9% | -$26.8K | 0.03% | 351 |
|
|
2023
Q3 | $284K | Buy |
12,413
+138
| +1% | +$3.16K | 0.03% | 322 |
|
|
2023
Q2 | $242K | Sell |
12,275
-902
| -7% | -$17.8K | 0.03% | 341 |
|
|
2023
Q1 | $234K | Buy |
13,177
+274
| +2% | +$4.87K | 0.03% | 336 |
|
|
2022
Q4 | $221K | Buy |
12,903
+545
| +4% | +$9.32K | 0.03% | 312 |
|
|
2022
Q3 | $209K | Sell |
12,358
-289
| -2% | -$4.89K | 0.03% | 310 |
|
|
2022
Q2 | $233K | Sell |
12,647
-200
| -2% | -$3.69K | 0.03% | 298 |
|
|
2022
Q1 | $305K | Buy |
+12,847
| New | +$305K | 0.04% | 282 |
|