IA
Inspire Advisors’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,369
| Closed | -$218K | – | 435 |
|
|
2024
Q2 | $218K | Buy |
8,369
+338
| +4% | +$8.82K | 0.03% | 309 |
|
|
2024
Q1 | $200K | Sell |
8,031
-529
| -6% | -$13.2K | 0.03% | 333 |
|
|
2023
Q4 | $203K | Buy |
+8,560
| New | +$203K | 0.03% | 300 |
|
|
2021
Q1 | – | Sell |
-389
| Closed | -$7K | – | 226 |
|
|
2020
Q4 | $7K | Buy |
+389
| New | +$7K | ﹤0.01% | 557 |
|