JP Morgan Private Wealth Advisors’s Capital Southwest CSWC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.05M Hold
2023
Q2
$907K Hold
2023
Q1
$818K Hold
2022
Q4
$786K Hold
2022
Q3
$779K Hold
2022
Q2
$847K Hold
2022
Q1
$1.09M Buy