Total Clarity Wealth Management’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-56,305
| Closed | -$1.23M | – | 294 |
|
|
2025
Q1 | $1.23M | Hold |
56,305
| – | – | 0.4% | 71 |
|
|
2024
Q4 | $1.23M | Sell |
56,305
-25,650
| -31% | -$560K | 0.4% | 71 |
|
|
2024
Q3 | $2.07M | Sell |
81,955
-1,380
| -2% | -$34.9K | 0.67% | 40 |
|
|
2024
Q2 | $2.17M | Sell |
83,335
-13,825
| -14% | -$361K | 0.75% | 38 |
|
|
2024
Q1 | $2.43M | Buy |
97,160
+3,100
| +3% | +$77.4K | 0.84% | 30 |
|
|
2023
Q4 | $2.23M | Buy |
+94,060
| New | +$2.23M | 0.91% | 25 |
|
|
2022
Q1 | – | Sell |
-3,136
| Closed | -$79K | – | 352 |
|
|
2021
Q4 | $79K | Buy |
3,136
+386
| +14% | +$9.72K | 0.04% | 342 |
|
|
2021
Q3 | $69K | Buy |
+2,750
| New | +$69K | 0.03% | 357 |
|