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Institutional & Family Asset Management’s Capital Southwest CSWC Stock Holding History

Institutional & Family Asset Management’s Portfolio CSWC Stock Details CSWC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$722 Buy
28
+1
+4% +$26 ﹤0.01% 672
2024
Q1 		$675 Buy
27
+1
+4% +$25 ﹤0.01% 671
2023
Q4 		$625 Hold
26
– – ﹤0.01% 653
2023
Q3 		$588 Buy
+26
New +$588 ﹤0.01% 654