Vident Advisory’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 | $421K | Buy |
19,087
+1,090
| +6% | +$24K | ﹤0.01% | 1155 |
|
|
2025
Q1 | $402K | Buy |
17,997
+7,576
| +73% | +$169K | 0.01% | 1143 |
|
|
2024
Q4 | $227K | Sell |
10,421
-4,145
| -28% | -$90.4K | ﹤0.01% | 1282 |
|
|
2024
Q3 | $368K | Buy |
14,566
+4,178
| +40% | +$106K | 0.01% | 1065 |
|
|
2024
Q2 | $271K | Buy |
+10,388
| New | +$271K | 0.01% | 1160 |
|