McKinley Capital Management’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.14M | Buy |
120,509
+58
| +0% | +$1.51K | 0.55% | 51 |
|
|
2024
Q1 | $3.01M | Sell |
120,451
-2,097
| -2% | -$52.3K | 0.36% | 83 |
|
|
2023
Q4 | $2.9M | Buy |
122,548
+86
| +0.1% | +$2.04K | 0.37% | 80 |
|
|
2023
Q3 | $2.8M | Sell |
122,462
-3,769
| -3% | -$86.3K | 0.39% | 83 |
|
|
2023
Q2 | $2.49M | Buy |
126,231
+11,242
| +10% | +$222K | 0.33% | 89 |
|
|
2023
Q1 | $2.04M | Buy |
114,989
+723
| +0.6% | +$12.9K | 0.27% | 99 |
|
|
2022
Q4 | $1.95M | Sell |
114,266
-5,177
| -4% | -$88.5K | 0.26% | 99 |
|
|
2022
Q3 | $2.02M | Sell |
119,443
-2,334
| -2% | -$39.6K | 0.27% | 99 |
|
|
2022
Q2 | $2.24M | Buy |
121,777
+1,213
| +1% | +$22.3K | 0.29% | 97 |
|
|
2022
Q1 | $2.86M | Buy |
120,564
+21,656
| +22% | +$514K | 0.28% | 98 |
|
|
2021
Q4 | $2.5M | Buy |
98,908
+40,949
| +71% | +$1.04M | 0.22% | 115 |
|
|
2021
Q3 | $1.46M | Buy |
+57,959
| New | +$1.46M | 0.14% | 131 |
|