Washington Trust Advisors’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Hold |
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|
2025
Q1 | $112K | Hold |
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|
2024
Q4 | $109K | Hold |
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|
2024
Q3 | $126K | Hold |
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|
2024
Q2 | $130K | Hold |
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|
2024
Q1 | $125K | Hold |
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|
2023
Q4 | $119K | Hold |
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|
2023
Q3 | $115K | Buy |
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|
2023
Q2 | $72.5K | Hold |
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|
2023
Q1 | $65.3K | Sell |
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|
2022
Q4 | $71.4K | Hold |
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|
2022
Q3 | $71K | Hold |
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|
2022
Q2 | $77K | Buy |
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|
2022
Q1 | $80K | Sell |
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|
2021
Q4 | $143K | Buy |
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