TWA
TCI Wealth Advisors’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$51K | – | 2270 |
|
|
2021
Q4 | $51K | Hold |
2,000
| – | – | 0.01% | 410 |
|
|
2021
Q3 | $50K | Buy |
+2,000
| New | +$50K | 0.01% | 403 |
|
|
2018
Q1 | – | Sell |
-815
| Closed | -$13K | – | 1358 |
|
|
2017
Q4 | $13K | Hold |
815
| – | – | 0.01% | 578 |
|
|
2017
Q3 | $14K | Hold |
815
| – | – | 0.01% | 526 |
|
|
2017
Q2 | $13K | Hold |
815
| – | – | 0.01% | 540 |
|
|
2017
Q1 | $14K | Hold |
815
| – | – | 0.01% | 512 |
|
|
2016
Q4 | $13K | Hold |
815
| – | – | 0.01% | 568 |
|
|
2016
Q3 | $12K | Hold |
815
| – | – | 0.01% | 532 |
|
|
2016
Q2 | $11K | Hold |
815
| – | – | 0.01% | 538 |
|
|
2016
Q1 | $11K | Hold |
815
| – | – | 0.01% | 555 |
|
|
2015
Q4 | $11K | Hold |
815
| – | – | 0.01% | 553 |
|
|
2015
Q3 | $39K | Hold |
815
| – | – | 0.02% | 311 |
|
|
2015
Q2 | $41K | Hold |
815
| – | – | 0.02% | 296 |
|
|
2015
Q1 | $38K | Hold |
815
| – | – | 0.02% | 264 |
|
|
2014
Q4 | $31K | Hold |
815
| – | – | 0.02% | 296 |
|
|
2014
Q3 | $29K | Hold |
815
| – | – | 0.02% | 290 |
|
|
2014
Q2 | $29K | Hold |
815
| – | – | 0.02% | 304 |
|
|
2014
Q1 | $28K | Buy |
+815
| New | +$28K | 0.02% | 287 |
|