WCBA
Weaver C. Barksdale & Associates’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-76
| Closed | -$4K | – | 551 |
|
|
2015
Q1 | $4K | Sell |
76
-91
| -54% | -$4.79K | ﹤0.01% | 412 |
|
|
2014
Q4 | $6K | Hold |
167
| – | – | ﹤0.01% | 340 |
|
|
2014
Q3 | $6K | Hold |
167
| – | – | ﹤0.01% | 331 |
|
|
2014
Q2 | $6K | Hold |
167
| – | – | ﹤0.01% | 343 |
|
|
2014
Q1 | $6K | Buy |
167
+91
| +120% | +$3.27K | 0.01% | 342 |
|
|
2013
Q4 | $3K | Hold |
76
| – | – | ﹤0.01% | 443 |
|
|
2013
Q3 | $3K | Buy |
76
+57
| +300% | +$2.25K | ﹤0.01% | 442 |
|
|
2013
Q2 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 437 |
|