NewEdge Advisors’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1K | Sell |
639
-17,519
| -96% | -$386K | ﹤0.01% | 3079 |
|
|
2025
Q1 | $405K | Sell |
18,158
-971
| -5% | -$21.7K | ﹤0.01% | 1707 |
|
|
2024
Q4 | $417K | Buy |
+19,129
| New | +$417K | ﹤0.01% | 1665 |
|
|
2024
Q1 | – | Sell |
-800
| Closed | -$19K | – | 3854 |
|
|
2023
Q4 | $19K | Hold |
800
| – | – | ﹤0.01% | 2583 |
|
|
2023
Q3 | $18.3K | Hold |
800
| – | – | ﹤0.01% | 2401 |
|
|
2023
Q2 | $15.8K | Hold |
800
| – | – | ﹤0.01% | 2454 |
|
|
2023
Q1 | $14.2K | Hold |
800
| – | – | ﹤0.01% | 2456 |
|
|
2022
Q4 | $14 | Buy |
+800
| New | +$14 | ﹤0.01% | 3655 |
|