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Naviter Wealth’s Capital Southwest CSWC Stock Holding History

Naviter Wealth’s Portfolio CSWC Stock Details CSWC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.21M Buy
100,105
+18,352
+22% +$404K 0.27% 101
2025
Q1 		$1.88M Sell
81,753
-1,778
-2% -$40.9K 0.23% 122
2024
Q4 		$1.82M Buy
+83,531
New +$1.82M 0.22% 125