PFG Investments’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 | – | Sell |
-9,264
| Closed | -$207K | – | 1067 |
|
|
2025
Q1 | $207K | Buy |
+9,264
| New | +$207K | 0.01% | 865 |
|
|
2024
Q3 | – | Sell |
-8,138
| Closed | -$212K | – | 1027 |
|
|
2024
Q2 | $212K | Buy |
8,138
+60
| +0.7% | +$1.57K | 0.02% | 797 |
|
|
2024
Q1 | $202K | Buy |
+8,078
| New | +$202K | 0.01% | 911 |
|