J.P. Morgan Private Wealth Advisors’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.05M | Hold |
45,990
| – | – | ﹤0.01% | 954 |
|
|
2023
Q2 | $907K | Hold |
45,990
| – | – | ﹤0.01% | 793 |
|
|
2023
Q1 | $818K | Hold |
45,990
| – | – | ﹤0.01% | 1264 |
|
|
2022
Q4 | $786K | Hold |
45,990
| – | – | ﹤0.01% | 1265 |
|
|
2022
Q3 | $779K | Hold |
45,990
| – | – | ﹤0.01% | 1253 |
|
|
2022
Q2 | $847K | Hold |
45,990
| – | – | ﹤0.01% | 1222 |
|
|
2022
Q1 | $1.09M | Buy |
+45,990
| New | +$1.09M | ﹤0.01% | 1183 |
|