Nisa Investment Advisors’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.1K | Buy |
3,500
+3,000
| +600% | +$66.1K | ﹤0.01% | 1479 |
|
|
2025
Q1 | $11.2K | Sell |
500
-2,200
| -81% | -$49.1K | ﹤0.01% | 2072 |
|
|
2024
Q4 | $58.9K | Sell |
2,700
-1,500
| -36% | -$32.7K | ﹤0.01% | 1640 |
|
|
2024
Q3 | $106K | Buy |
+4,200
| New | +$106K | ﹤0.01% | 1429 |
|
|
2021
Q2 | – | Sell |
-12,200
| Closed | -$270 | – | 2334 |
|
|
2021
Q1 | $270 | Buy |
12,200
+9,700
| +388% | +$215 | ﹤0.01% | 1381 |
|
|
2020
Q4 | $44K | Buy |
+2,500
| New | +$44K | ﹤0.01% | 2006 |
|
|
2020
Q1 | – | Sell |
-4,600
| Closed | -$96K | – | 2081 |
|
|
2019
Q4 | $96K | Buy |
+4,600
| New | +$96K | ﹤0.01% | 1442 |
|