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Wealthspire Advisors (New York)’s Capital Southwest CSWC Stock Holding History

Wealthspire Advisors (New York)’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,418
Closed -$31K – 1445
2025
Q3 		$31K Buy
+1,418
New +$32.3K ﹤0.01% 1443

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