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Wintrust Investments’s Capital Southwest CSWC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,955
Closed -$125K 437
2024
Q3
$125K Sell
4,955
-44,595
-90% -$1.13M 0.09% 181
2024
Q2
$1.29M Buy
49,550
+9,400
+23% +$245K 0.11% 162
2024
Q1
$1M Buy
+40,150
New +$1M 0.09% 188