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Mutual Advisors’s Capital Southwest CSWC Stock Holding History

Mutual Advisors’s Portfolio CSWC Stock Details CSWC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$216K Sell
9,244
-8,135
-47% -$190K 0.01% 1104
2025
Q1 		$352K Buy
+17,379
New +$352K 0.01% 849
2024
Q1 		– Sell
-8,471
Closed -$201K – 1085
2023
Q4 		$201K Buy
+8,471
New +$201K 0.01% 966