Lindbrook Capital’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13
| Closed | -$284 | – | 2812 |
|
|
2024
Q4 | $284 | Hold |
13
| – | – | ﹤0.01% | 2693 |
|
|
2024
Q3 | $329 | Hold |
13
| – | – | ﹤0.01% | 2746 |
|
|
2024
Q2 | $339 | Hold |
13
| – | – | ﹤0.01% | 2676 |
|
|
2024
Q1 | $324 | Buy |
+13
| New | +$324 | ﹤0.01% | 2563 |
|
|
2023
Q4 | – | Sell |
-26
| Closed | -$595 | – | 2723 |
|
|
2023
Q3 | $595 | Buy |
+26
| New | +$595 | ﹤0.01% | 2504 |
|