Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-236
| Closed | -$6K | – | 554 |
|
|
2023
Q4 | $6K | Hold |
236
| – | – | ﹤0.01% | 1101 |
|
|
2023
Q3 | $5K | Hold |
236
| – | – | ﹤0.01% | 1167 |
|
|
2023
Q2 | $5K | Hold |
236
| – | – | ﹤0.01% | 1194 |
|
|
2023
Q1 | $4K | Hold |
236
| – | – | ﹤0.01% | 1195 |
|
|
2022
Q4 | $4K | Sell |
236
-72
| -23% | -$1.22K | ﹤0.01% | 1075 |
|
|
2022
Q3 | $5K | Hold |
308
| – | – | ﹤0.01% | 1061 |
|
|
2022
Q2 | $6K | Hold |
308
| – | – | ﹤0.01% | 912 |
|
|
2022
Q1 | $7K | Hold |
308
| – | – | ﹤0.01% | 964 |
|
|
2021
Q4 | $8K | Hold |
308
| – | – | ﹤0.01% | 950 |
|
|
2021
Q3 | $8K | Hold |
308
| – | – | ﹤0.01% | 948 |
|
|
2021
Q2 | $7K | Buy |
+308
| New | +$7K | ﹤0.01% | 1008 |
|