Tompkins Financial’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-355
| Closed | -$8.86K | – | 598 |
|
|
2024
Q1 | $8.86K | Hold |
355
| – | – | ﹤0.01% | 512 |
|
|
2023
Q4 | $8.41K | Hold |
355
| – | – | ﹤0.01% | 503 |
|
|
2023
Q3 | $8.13K | Hold |
355
| – | – | ﹤0.01% | 483 |
|
|
2023
Q2 | $7K | Hold |
355
| – | – | ﹤0.01% | 497 |
|
|
2023
Q1 | $6.31K | Hold |
355
| – | – | ﹤0.01% | 520 |
|
|
2022
Q4 | $6K | Hold |
355
| – | – | ﹤0.01% | 514 |
|
|
2022
Q3 | $6K | Hold |
355
| – | – | ﹤0.01% | 510 |
|
|
2022
Q2 | $7K | Hold |
355
| – | – | ﹤0.01% | 495 |
|
|
2022
Q1 | $8K | Buy |
+355
| New | +$8K | ﹤0.01% | 502 |
|