Spire Wealth Management’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2K | Hold |
600
| – | – | ﹤0.01% | 1636 |
|
|
2025
Q1 | $13.4K | Hold |
600
| – | – | ﹤0.01% | 1745 |
|
|
2024
Q4 | $13.1K | Hold |
600
| – | – | ﹤0.01% | 1766 |
|
|
2024
Q3 | $15.2K | Hold |
600
| – | – | ﹤0.01% | 1521 |
|
|
2024
Q2 | $15.7K | Buy |
+600
| New | +$15.7K | ﹤0.01% | 1517 |
|