Valeo Financial Advisors’s Capital Southwest CSWC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,740
Closed -$36K 1758
2019
Q4
$36K Buy
1,740
+97
+6% +$2.01K ﹤0.01% 749
2019
Q3
$36K Buy
1,643
+37
+2% +$811 ﹤0.01% 690
2019
Q2
$34K Buy
+1,606
New +$34K ﹤0.01% 698