Sterling Capital Management’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-38,735
| Closed | -$509K | – | 917 |
|
|
2014
Q3 | $509K | Hold |
38,735
| – | – | 0.01% | 737 |
|
|
2014
Q2 | $512K | Buy |
+38,735
| New | +$512K | ﹤0.01% | 723 |
|
|
2013
Q4 | – | Sell |
-32,726
| Closed | -$411K | – | 795 |
|
|
2013
Q3 | $411K | Buy |
32,726
+5,137
| +19% | +$64.5K | ﹤0.01% | 462 |
|
|
2013
Q2 | $349K | Buy |
+27,589
| New | +$349K | ﹤0.01% | 396 |
|