HighTower Advisors’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
10,190
+802
| +9% | +$17.7K | ﹤0.01% | 3165 |
|
|
2025
Q1 | $210K | Buy |
9,388
+73
| +0.8% | +$1.63K | ﹤0.01% | 3123 |
|
|
2024
Q4 | $203K | Sell |
9,315
-2,461
| -21% | -$53.7K | ﹤0.01% | 3162 |
|
|
2024
Q3 | $297K | Sell |
11,776
-449
| -4% | -$11.3K | ﹤0.01% | 2811 |
|
|
2024
Q2 | $319K | Buy |
12,225
+173
| +1% | +$4.51K | ﹤0.01% | 2651 |
|
|
2024
Q1 | $300K | Sell |
12,052
-20,234
| -63% | -$504K | ﹤0.01% | 2667 |
|
|
2023
Q4 | $761K | Buy |
32,286
+19,263
| +148% | +$454K | ﹤0.01% | 1996 |
|
|
2023
Q3 | $298K | Buy |
+13,023
| New | +$298K | ﹤0.01% | 2590 |
|