Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Capital Southwest CSWC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,573
Closed -$242K – 2280
2023
Q3 		$242K Buy
+10,573
New +$242K ﹤0.01% 1868