Harbor Capital Advisors’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 | – | Sell |
-403,826
| Closed | -$9.01M | – | 1389 |
|
2025
Q1 | $9.01M | Buy |
403,826
+4,939
| +1% | +$110K | 0.41% | 64 |
|
2024
Q4 | $8.7M | Buy |
398,887
+11,240
| +3% | +$245K | 0.38% | 76 |
|
2024
Q3 | $9.8M | Buy |
387,647
+230,513
| +147% | +$5.83M | 0.43% | 55 |
|
2024
Q2 | $4.1M | Buy |
157,134
+115,051
| +273% | +$3M | 0.31% | 75 |
|
2024
Q1 | $1.05M | Buy |
+42,083
| New | +$1.05M | 0.14% | 199 |
|