Walter & Keenan Wealth Management’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $202K | Hold |
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|
2024
Q2 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Hold |
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|
2021
Q4 | $228K | Hold |
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|
2021
Q3 | $227K | Hold |
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|
2021
Q2 | $213K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $196K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $149K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $427K | Hold |
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|
2015
Q2 | $449K | Buy |
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|
2015
Q1 | $371K | Hold |
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|
2014
Q4 | $303K | Hold |
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|
2014
Q3 | $286K | Hold |
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|
2014
Q2 | $288K | Hold |
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|
2014
Q1 | $278K | Buy |
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