Northwestern Mutual Wealth Management’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 | $88.2K | Hold |
4,000
| – | – | ﹤0.01% | 2039 |
|
|
2025
Q1 | $89.3K | Hold |
4,000
| – | – | ﹤0.01% | 1969 |
|
|
2024
Q4 | $87.3K | Hold |
4,000
| – | – | ﹤0.01% | 1973 |
|
|
2024
Q3 | $101K | Hold |
4,000
| – | – | ﹤0.01% | 1888 |
|
|
2024
Q2 | $104K | Buy |
+4,000
| New | +$104K | ﹤0.01% | 1815 |
|
|
2022
Q1 | – | Sell |
-212
| Closed | -$5K | – | 3156 |
|
|
2021
Q4 | $5K | Buy |
+212
| New | +$5K | ﹤0.01% | 2773 |
|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$13K | – | 2549 |
|
|
2020
Q2 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 1828 |
|
|
2020
Q1 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 1873 |
|
|
2019
Q4 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 1719 |
|
|
2019
Q3 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 1704 |
|
|
2019
Q2 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 1713 |
|
|
2019
Q1 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 1693 |
|
|
2018
Q4 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 1601 |
|
|
2018
Q3 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 1670 |
|
|
2018
Q2 | $18K | Buy |
+1,000
| New | +$18K | ﹤0.01% | 1631 |
|
|
2016
Q2 | – | Sell |
-1,410
| Closed | -$20K | – | 2084 |
|
|
2016
Q1 | $20K | Buy |
+1,410
| New | +$20K | ﹤0.01% | 1188 |
|