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HHM Wealth Advisors’s Capital Southwest CSWC Stock Holding History

HHM Wealth Advisors’s Portfolio CSWC Stock Details CSWC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11K Hold
500
– – ﹤0.01% 595
2025
Q1 		$11.2K Hold
500
– – ﹤0.01% 575
2024
Q4 		$10.9K Hold
500
– – ﹤0.01% 582
2024
Q3 		$12.6K Hold
500
– – ﹤0.01% 529
2024
Q2 		$13K Buy
+500
New +$13K ﹤0.01% 517