MW
Melia Wealth’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
464,973
+42,665
| +10% | +$940K | 4.91% | 10 |
|
|
2025
Q1 | $9.43M | Buy |
422,308
+20,727
| +5% | +$463K | 4.86% | 10 |
|
|
2024
Q4 | $8.76M | Buy |
401,581
+12,831
| +3% | +$280K | 4.57% | 12 |
|
|
2024
Q3 | $9.83M | Buy |
388,750
+9,385
| +2% | +$237K | 5.09% | 11 |
|
|
2024
Q2 | $9.9M | Buy |
379,365
+7,292
| +2% | +$190K | 5.4% | 11 |
|
|
2024
Q1 | $9.29M | Sell |
372,073
-310,264
| -45% | -$7.74M | 5.22% | 12 |
|
|
2023
Q4 | $16.2M | Buy |
+682,337
| New | +$16.2M | 8.5% | 3 |
|