Segall Bryant & Hamill’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
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2023
Q3 | $244K | Hold |
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2023
Q2 | $210K | Hold |
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2023
Q1 | $189K | Hold |
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2022
Q4 | $182K | Hold |
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2022
Q3 | $180K | Hold |
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2022
Q2 | $196K | Hold |
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2022
Q1 | $253K | Hold |
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2021
Q4 | $270K | Hold |
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2021
Q3 | $269K | Hold |
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2021
Q2 | $248K | Hold |
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2021
Q1 | $235K | Hold |
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2020
Q4 | $188K | Hold |
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2020
Q3 | $150K | Buy |
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2019
Q4 | – | Sell |
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2019
Q3 | $232K | Hold |
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2019
Q2 | $223K | Hold |
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2019
Q1 | $226K | Hold |
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2018
Q4 | $205K | Hold |
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2018
Q3 | $202K | Hold |
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2018
Q2 | $193K | Hold |
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2018
Q1 | $182K | Hold |
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2017
Q4 | $176K | Hold |
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2017
Q3 | $183K | Hold |
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2017
Q2 | $171K | Hold |
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2017
Q1 | $180K | Hold |
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2016
Q4 | $172K | Hold |
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2016
Q3 | $157K | Hold |
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2016
Q2 | $146K | Hold |
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2016
Q1 | $148K | Hold |
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2015
Q4 | $148K | Sell |
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2015
Q3 | $505K | Hold |
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2015
Q2 | $532K | Hold |
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2015
Q1 | $495K | Hold |
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2014
Q4 | $404K | Sell |
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2014
Q3 | $572K | Hold |
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|||||
2014
Q2 | $576K | Hold |
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2014
Q1 | $556K | Hold |
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2013
Q4 | $558K | Hold |
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2013
Q3 | $547K | Hold |
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2013
Q2 | $551K | Buy |
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