U.S. Capital Wealth Advisors’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 |
-16,015
| Closed | -$357K | – | 888 |
|
|
2025
Q1 | $357K | Buy |
16,015
+15
| +0.1% | +$335 | 0.01% | 657 |
|
|
2024
Q4 | $349K | Hold |
16,000
| – | – | 0.01% | 650 |
|
|
2024
Q3 | $405K | Buy |
+16,000
| New | +$405K | 0.01% | 526 |
|
|
2023
Q1 | – | Sell |
-2,000
| Closed | -$34.2K | – | 823 |
|
|
2022
Q4 | $34.2K | Buy |
+2,000
| New | +$34.2K | ﹤0.01% | 970 |
|