Morton Brown Family Wealth’s Capital Southwest CSWC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,439
Closed -$34.1K 236
2023
Q4
$34.1K Buy
+1,439
New +$34.1K 0.01% 122