Washington Trust Advisors’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Hold |
5,000
| – | – | 0.01% | 248 |
|
|
2025
Q1 | $112K | Hold |
5,000
| – | – | 0.01% | 247 |
|
|
2024
Q4 | $109K | Hold |
5,000
| – | – | 0.01% | 252 |
|
|
2024
Q3 | $126K | Hold |
5,000
| – | – | 0.01% | 238 |
|
|
2024
Q2 | $130K | Hold |
5,000
| – | – | 0.01% | 231 |
|
|
2024
Q1 | $125K | Hold |
5,000
| – | – | 0.01% | 227 |
|
|
2023
Q4 | $119K | Hold |
5,000
| – | – | 0.01% | 232 |
|
|
2023
Q3 | $115K | Buy |
5,000
+1,326
| +36% | +$30.4K | 0.01% | 225 |
|
|
2023
Q2 | $72.5K | Hold |
3,674
| – | – | 0.01% | 260 |
|
|
2023
Q1 | $65.3K | Sell |
3,674
-500
| -12% | -$8.89K | 0.01% | 285 |
|
|
2022
Q4 | $71.4K | Hold |
4,174
| – | – | 0.01% | 276 |
|
|
2022
Q3 | $71K | Hold |
4,174
| – | – | 0.01% | 334 |
|
|
2022
Q2 | $77K | Buy |
4,174
+806
| +24% | +$14.9K | 0.01% | 335 |
|
|
2022
Q1 | $80K | Sell |
3,368
-2,308
| -41% | -$54.8K | 0.01% | 371 |
|
|
2021
Q4 | $143K | Buy |
+5,676
| New | +$143K | 0.01% | 306 |
|