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TCFG Wealth Management’s Capital Southwest CSWC Stock Holding History

TCFG Wealth Management’s Portfolio CSWC Stock Details CSWC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,800
Closed -$219K – 263
2025
Q1 		$219K Hold
9,800
– – 0.11% 212
2024
Q4 		$214K Hold
9,800
– – 0.11% 209
2024
Q3 		$248K Buy
+9,800
New +$248K 0.12% 177