WWA
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Wingate Wealth Advisors’s Capital Southwest CSWC Stock Holding History

Wingate Wealth Advisors’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-210
Closed -$4.58K – 172
2024
Q4 		$4.58K Buy
+210
New +$4.58K ﹤0.01% 392