Ridgewood 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 | $11K | Hold |
500
| – | – | ﹤0.01% | 488 |
|
|
2025
Q1 | $11.2K | Hold |
500
| – | – | 0.01% | 471 |
|
|
2024
Q4 | $10.9K | Hold |
500
| – | – | 0.01% | 467 |
|
|
2024
Q3 | $12.6K | Hold |
500
| – | – | 0.01% | 463 |
|
|
2024
Q2 | $13K | Buy |
+500
| New | +$13K | 0.01% | 470 |
|
|
2023
Q3 | – | Sell |
-500
| Closed | -$9.86K | – | 287 |
|
|
2023
Q2 | $9.86K | Hold |
500
| – | – | 0.01% | 512 |
|
|
2023
Q1 | $8.89K | Buy |
+500
| New | +$8.89K | 0.01% | 521 |
|