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Johnson Financial Group Inc (Wisconsin)’s Capital Southwest CSWC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2023
Q2 		– Sell
-107
Closed -$1.9K – 657
2023
Q1 		$1.9K Hold
107
– – ﹤0.01% 579
2022
Q4 		$1.83K Hold
107
– – ﹤0.01% 579
2022
Q3 		$2K Buy
+107
New +$2.06K ﹤0.01% 577

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Johnson Financial Group Inc (Wisconsin)'s CSWC Position: Q2 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Capital Southwest (CSWC) in Q2 2023, closing a stake of 107 shares — an estimated $1.9K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in CSWC in Q3 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 109 funds tracked by Wall St. Rank hold CSWC as of Q2 2023.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Capital Southwest position as of Q2 2023 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 107 Capital Southwest shares in Q2 2023, an estimated $1.9K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Capital Southwest in Q3 2022 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Capital Southwest position peaked at $2K in Q3 2022.
  • 109 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2023, filed 14 Aug 2023.