Wolverine Trading’s Capital Southwest CSWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,339
| Closed | -$209K | – | 1500 |
|
|
2025
Q1 | $209K | Buy |
9,339
+74
| +0.8% | +$1.66K | ﹤0.01% | 1041 |
|
|
2024
Q4 | $202K | Buy |
+9,265
| New | +$202K | ﹤0.01% | 1243 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 1461 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1419 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 1917 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2072 |
|
|
2020
Q3 | – | Sell |
-11,359
| Closed | -$150K | – | 1407 |
|
|
2020
Q2 | $150K | Buy |
+11,359
| New | +$150K | ﹤0.01% | 1050 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1457 |
|