RWA
Redmont Wealth Advisors’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.2M | Sell |
53,623
-13,316
| -20% | -$297K | 2.33% | 8 |
|
|
2024
Q4 | $1.46M | Sell |
66,939
-1,719
| -3% | -$37.5K | 2.52% | 8 |
|
|
2024
Q3 | $1.74M | Sell |
68,658
-2,526
| -4% | -$63.9K | 2.69% | 8 |
|
|
2024
Q2 | $1.86M | Sell |
71,184
-7,276
| -9% | -$190K | 2.92% | 7 |
|
|
2024
Q1 | $1.96M | Sell |
78,460
-1,465
| -2% | -$36.6K | 2.71% | 8 |
|
|
2023
Q4 | $1.89M | Buy |
79,925
+4,413
| +6% | +$105K | 2.76% | 10 |
|
|
2023
Q3 | $1.73M | Buy |
75,512
+30,039
| +66% | +$688K | 3.04% | 9 |
|
|
2023
Q2 | $897K | Buy |
+45,473
| New | +$897K | 1.54% | 11 |
|