Lido Advisors
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Lido Advisors’s Capital Southwest CSWC Stock Holding History

Lido Advisors’s Portfolio CSWC Stock Details CSWC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,244
Closed -$202K – 1385
2024
Q4 		$202K Sell
9,244
-5,208
-36% -$114K ﹤0.01% 1256
2024
Q3 		$366K Buy
+14,452
New +$366K ﹤0.01% 968