IFP Advisors’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5K | Buy |
+475
| New | +$10.5K | ﹤0.01% | 2886 |
|
|
2025
Q1 | – | Sell |
-650
| Closed | -$14.2K | – | 4404 |
|
|
2024
Q4 | $14.2K | Hold |
650
| – | – | ﹤0.01% | 2403 |
|
|
2024
Q3 | $16.4K | Buy |
+650
| New | +$16.4K | ﹤0.01% | 2225 |
|
|
2017
Q4 | – | Sell |
-3,156
| Closed | -$54K | – | 3797 |
|
|
2017
Q3 | $54K | Hold |
3,156
| – | – | ﹤0.01% | 1928 |
|
|
2017
Q2 | $51K | Buy |
+3,156
| New | +$51K | ﹤0.01% | 1942 |
|