Winton Group’s Capital Southwest CSWC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-22,704
Closed -$538K 657
2023
Q4
$538K Buy
22,704
+5,714
+34% +$135K 0.04% 243
2023
Q3
$389K Buy
+16,990
New +$389K 0.03% 385