NewEdge Advisors’s Capital Southwest CSWC Stock Holding History

NewEdge Advisors’s Portfolio CSWC Stock Details CSWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14.1K	Sell
2025 Q1	$405K	Sell
2024 Q4	$417K	Buy
2024 Q1	–	Sell
2023 Q4	$19K	Hold
2023 Q3	$18.3K	Hold
2023 Q2	$15.8K	Hold
2023 Q1	$14.2K	Hold
2022 Q4	$14	Buy