Parallel Advisors’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.2K | Sell |
4,185
-217
| -5% | -$4.78K | ﹤0.01% | 1393 |
|
|
2025
Q1 | $98.3K | Sell |
4,402
-212
| -5% | -$4.73K | ﹤0.01% | 1277 |
|
|
2024
Q4 | $101K | Sell |
4,614
-239
| -5% | -$5.22K | ﹤0.01% | 1258 |
|
|
2024
Q3 | $123K | Sell |
4,853
-129
| -3% | -$3.26K | ﹤0.01% | 1160 |
|
|
2024
Q2 | $130K | Hold |
4,982
| – | – | ﹤0.01% | 1052 |
|
|
2024
Q1 | $124K | Buy |
4,982
+129
| +3% | +$3.22K | ﹤0.01% | 1073 |
|
|
2023
Q4 | $115K | Sell |
4,853
-262
| -5% | -$6.21K | ﹤0.01% | 1055 |
|
|
2023
Q3 | $117K | Buy |
5,115
+300
| +6% | +$6.87K | ﹤0.01% | 1010 |
|
|
2023
Q2 | $95K | Buy |
4,815
+2,383
| +98% | +$47K | ﹤0.01% | 1098 |
|
|
2023
Q1 | $43.2K | Buy |
2,432
+346
| +17% | +$6.15K | ﹤0.01% | 1448 |
|
|
2022
Q4 | $35.7K | Buy |
+2,086
| New | +$35.7K | ﹤0.01% | 1436 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3009 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3113 |
|