LPWM
Lake Point Wealth Management’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-100
| Closed | -$3K | – | 447 |
|
|
2021
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 276 |
|
|
2021
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 327 |
|
|
2020
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 298 |
|
|
2019
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 476 |
|
|
2019
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 525 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 525 |
|
|
2018
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 667 |
|