Navellier & Associates’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-121,181
| Closed | -$2.52M | – | 241 |
|
|
2019
Q4 | $2.52M | Sell |
121,181
-49,142
| -29% | -$1.02M | 0.41% | 71 |
|
|
2019
Q3 | $3.71M | Buy |
170,323
+8,849
| +5% | +$193K | 0.61% | 40 |
|
|
2019
Q2 | $3.38M | Buy |
161,474
+19,822
| +14% | +$415K | 0.52% | 48 |
|
|
2019
Q1 | $2.98M | Buy |
141,652
+81,102
| +134% | +$1.71M | 0.46% | 60 |
|
|
2018
Q4 | $1.16M | Buy |
+60,550
| New | +$1.16M | 0.2% | 104 |
|