A detailed history of Walter & Keenan Wealth Management LLC transactions in Capital Southwest Corp stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 8,000 shares of CSWC stock, worth $202,320. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,000
Holding current value
$202,320
% of portfolio
0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$24.39 - $27.2 $195,120 - $217,600
8,000 New
8,000 $208,000
Q2 2022

Jul 20, 2022

SELL
$17.99 - $24.07 $161,910 - $216,630
-9,000 Closed
0 $0
Q2 2021

Jul 13, 2021

BUY
$22.41 - $27.87 $201,690 - $250,830
9,000 New
9,000 $213,000
Q4 2019

Jan 29, 2020

SELL
$20.74 - $22.41 $186,660 - $201,690
-9,000 Closed
0 $0
Q3 2019

Oct 28, 2019

BUY
$20.63 - $22.87 $185,670 - $205,830
9,000 New
9,000 $196,000
Q1 2018

May 04, 2018

SELL
$15.5 - $17.55 $139,500 - $157,950
-9,000 Closed
0 $0
Q4 2017

Jan 23, 2018

BUY
$16.27 - $17.72 $146,430 - $159,480
9,000
9,000 $149,000

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 $696M
  • 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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