A detailed history of Cornerstone Wealth Management, LLC transactions in Capital Southwest Corp stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 37,609 shares of CSWC stock, worth $799,191. This represents 0.07% of its overall portfolio holdings.

Number of Shares
37,609
Previous 37,755 0.39%
Holding current value
$799,191
Previous $985,000 3.45%
% of portfolio
0.07%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$23.56 - $27.07 $3,439 - $3,952
-146 Reduced 0.39%
37,609 $951,000
Q2 2024

Jul 16, 2024

BUY
$24.39 - $27.2 $28,170 - $31,416
1,155 Added 3.16%
37,755 $985,000
Q1 2024

Apr 19, 2024

BUY
$23.33 - $25.66 $74,049 - $81,444
3,174 Added 9.5%
36,600 $913,000
Q4 2023

Jan 10, 2024

BUY
$20.81 - $24.12 $36,063 - $41,799
1,733 Added 5.47%
33,426 $792,000
Q3 2023

Nov 06, 2023

BUY
$19.83 - $23.05 $52,232 - $60,713
2,634 Added 9.06%
31,693 $725,000
Q2 2023

Jul 14, 2023

BUY
$17.34 - $19.99 $38,477 - $44,357
2,219 Added 8.27%
29,059 $573,000
Q1 2023

May 15, 2023

BUY
$16.89 - $20.03 $176,703 - $209,553
10,462 Added 63.88%
26,840 $477,000
Q3 2022

Oct 14, 2022

BUY
$16.79 - $20.99 $25,168 - $31,464
1,499 Added 10.07%
16,378 $277,000
Q2 2022

Aug 04, 2022

BUY
$17.99 - $24.07 $267,673 - $358,137
14,879 New
14,879 $274,000

Others Institutions Holding CSWC

About CAPITAL SOUTHWEST CORP


  • Ticker CSWC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 27,530,600
  • Market Cap $585M
  • Description
  • Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, recapitalizations and growth capital investments. It does not invest in startups, publicly traded companies, ...
More about CSWC
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