Roosevelt Investment Group’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $433K | Sell |
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|
2022
Q2 | $478K | Sell |
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|
2022
Q1 | $621K | Hold |
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|
2021
Q4 | $662K | Sell |
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|
2021
Q3 | $663K | Hold |
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|
2021
Q2 | $611K | Hold |
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|
2021
Q1 | $583K | Sell |
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|
2020
Q4 | $467K | Buy |
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|
2020
Q3 | $366K | Sell |
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|
2020
Q2 | $367K | Hold |
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|
2020
Q1 | $311K | Buy |
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|
2019
Q4 | $208K | Buy |
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