NBT Bank’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668 | Hold |
30
| – | – | ﹤0.01% | 769 |
|
|
2025
Q1 | $659 | Buy |
+30
| New | +$659 | ﹤0.01% | 778 |
|
|
2024
Q4 | – | Sell |
-28
| Closed | -$709 | – | 812 |
|
|
2024
Q3 | $709 | Buy |
28
+1
| +4% | +$25 | ﹤0.01% | 797 |
|
|
2024
Q2 | $715 | Hold |
27
| – | – | ﹤0.01% | 562 |
|
|
2024
Q1 | $670 | Buy |
27
+1
| +4% | +$25 | ﹤0.01% | 568 |
|
|
2023
Q4 | $607 | Buy |
+26
| New | +$607 | ﹤0.01% | 572 |
|