Hillsdale Investment Management’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,100
| Closed | -$136K | – | 614 |
|
|
2018
Q4 | $136K | Buy |
+7,100
| New | +$136K | 0.02% | 393 |
|
|
2018
Q1 | – | Sell |
-4,200
| Closed | -$70K | – | 484 |
|
|
2017
Q4 | $70K | Buy |
+4,200
| New | +$70K | 0.01% | 295 |
|
|
2014
Q1 | – | Sell |
-20,430
| Closed | -$262K | – | 544 |
|
|
2013
Q4 | $262K | Buy |
20,430
+2,452
| +14% | +$31.4K | 0.08% | 250 |
|
|
2013
Q3 | $226K | Buy |
+17,978
| New | +$226K | 0.07% | 270 |
|