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SOA Wealth Advisors’s Capital Southwest CSWC Stock Holding History

SOA Wealth Advisors’s Portfolio CSWC Stock Details CSWC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11
Closed -$246 – 892
2025
Q1 		$246 Hold
11
– – ﹤0.01% 820
2024
Q4 		$240 Buy
+11
New +$240 ﹤0.01% 810