Rockbridge Investment Management, Lcc Capital Southwest Corp Transaction History

Rockbridge Investment Management, Lcc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$20.81 - $24.12 $22,308 - $25,856	-1,072 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$24.87 - $27.69 $547 - $609	22 Added 2.1%	1,072 $26,000
Q2 2021 Aug 05, 2021	BUY	$22.41 - $27.87 $9,815 - $12,207	438 Added 71.57%	1,050 $24,000
Q1 2021 May 20, 2021	BUY	$17.63 - $22.46 $246 - $314	14 Added 2.34%	612 $14,000
Q4 2020 Mar 04, 2021	BUY	$12.94 - $17.75 $7,738 - $10,614	598 New	598 $11,000

156

11.5M

67.9K

114K

Ticker CSWC
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 27,530,600
Market Cap $688M
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, ...

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