IFP Advisors’s Capital Southwest CSWC Stock Holding History

IFP Advisors’s Portfolio CSWC Stock Details CSWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.5K	Buy
2025 Q1	–	Sell
2024 Q4	$14.2K	Hold
2024 Q3	$16.4K	Buy
2017 Q4	–	Sell
2017 Q3	$54K	Hold
2017 Q2	$51K	Buy