Patriot Financial Group Insurance Agency’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-900
| Closed | -$17K | – | 725 |
|
|
2022
Q2 | $17K | Hold |
900
| – | – | ﹤0.01% | 1054 |
|
|
2022
Q1 | $21K | Hold |
900
| – | – | ﹤0.01% | 1061 |
|
|
2021
Q4 | $23K | Hold |
900
| – | – | ﹤0.01% | 1157 |
|
|
2021
Q3 | $23K | Hold |
900
| – | – | ﹤0.01% | 1152 |
|
|
2021
Q2 | $21K | Hold |
900
| – | – | ﹤0.01% | 1150 |
|
|
2021
Q1 | $20K | Hold |
900
| – | – | ﹤0.01% | 1084 |
|
|
2020
Q4 | $16K | Hold |
900
| – | – | ﹤0.01% | 1050 |
|
|
2020
Q3 | $13K | Hold |
900
| – | – | ﹤0.01% | 941 |
|
|
2020
Q2 | $12K | Hold |
900
| – | – | ﹤0.01% | 899 |
|
|
2020
Q1 | $10K | Hold |
900
| – | – | ﹤0.01% | 853 |
|
|
2019
Q4 | $19K | Buy |
900
+400
| +80% | +$8.44K | 0.01% | 692 |
|
|
2019
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 777 |
|
|
2019
Q2 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 796 |
|