SCA
SMH Capital Advisors’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $997K | Sell |
45,215
-766
| -2% | -$16.9K | 2.26% | 9 |
|
|
2025
Q1 | $1.03M | Sell |
45,981
-1,062
| -2% | -$23.7K | 2.38% | 9 |
|
|
2024
Q4 | $1.03M | Buy |
47,043
+31,097
| +195% | +$679K | 2.48% | 10 |
|
|
2024
Q3 | $403K | Sell |
15,946
-197
| -1% | -$4.98K | 1.25% | 17 |
|
|
2024
Q2 | $421K | Sell |
16,143
-1,205
| -7% | -$31.4K | 1.29% | 16 |
|
|
2024
Q1 | $433K | Buy |
17,348
+404
| +2% | +$10.1K | 1.17% | 14 |
|
|
2023
Q4 | $402K | Sell |
16,944
-79
| -0.5% | -$1.87K | 0.87% | 16 |
|
|
2023
Q3 | $390K | Buy |
17,023
+592
| +4% | +$13.6K | 0.91% | 14 |
|
|
2023
Q2 | $324K | Sell |
16,431
-786
| -5% | -$15.5K | 0.7% | 23 |
|
|
2023
Q1 | $312K | Sell |
17,217
-718
| -4% | -$13K | 1.85% | 19 |
|
|
2022
Q4 | $307K | Buy |
+17,935
| New | +$307K | 0.45% | 34 |
|