Capital Southwest Corporation shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Capital Southwest Corporation
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Quarterly reported holdings in Capital Southwest Corporation by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $500 | 20 | 25.00 |
| 2023-12-31 | $342 | 20 | 17.10 |
| 2023-09-30 | $458 | 20 | 22.90 |
| 2023-06-30 | $395 | 20 | 19.75 |
| 2023-03-31 | $356 | 20 | 17.80 |
| 2022-12-31 | $342 | 20 | 17.10 |
| 2022-09-30 | $339 | 20 | 16.95 |
| 2022-06-30 | $369 | 20 | 18.45 |
More positions owned by Financial Synergies Wealth Advisors
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Top funds holding Capital Southwest Corporation
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