Northwestern Mutual Wealth Management’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $89.2K | Buy |
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|
2025
Q2 | $88.2K | Hold |
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|
2025
Q1 | $89.3K | Hold |
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|
2024
Q4 | $87.3K | Hold |
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|
2024
Q3 | $101K | Hold |
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|
2024
Q2 | $104K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $5K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $13K | Hold |
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|
2020
Q1 | $11K | Hold |
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|
2019
Q4 | $21K | Hold |
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|
2019
Q3 | $22K | Hold |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $21K | Hold |
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|
2018
Q4 | $19K | Hold |
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|
2018
Q3 | $19K | Hold |
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|
2018
Q2 | $18K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $20K | Buy |
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