Venturi 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 Q3	–	Sell	-55	Closed	-$1.44K	–	1804
2024 Q2	$1.44K	Buy	55 +11	+25%	+$287	﹤0.01%	1418
2024 Q1	$1.1K	Sell	44 -22	-33%	-$550	﹤0.01%	1340
2023 Q4	$1.57K	Buy	66 +11	+20%	+$261	﹤0.01%	1269
2023 Q3	$1.26K	Buy	+55	New	+$1.26K	﹤0.01%	1255