New England Private Wealth Advisors’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,000
| Closed | -$240K | – | 99 |
|
|
2019
Q3 | $240K | Hold |
11,000
| – | – | 0.06% | 137 |
|
|
2019
Q2 | $231K | Hold |
11,000
| – | – | 0.06% | 142 |
|
|
2019
Q1 | $231K | Hold |
11,000
| – | – | 0.06% | 136 |
|
|
2018
Q4 | $211K | Hold |
11,000
| – | – | 0.06% | 129 |
|
|
2018
Q3 | $209K | Hold |
11,000
| – | – | 0.06% | 140 |
|
|
2018
Q2 | $198K | Buy |
+11,000
| New | +$198K | 0.06% | 143 |
|