Capital Southwest Corporation shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Capital Southwest Corporation
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Quarterly reported holdings in Capital Southwest Corporation by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $456k | 18k | 24.96 |
| 2024-06-30 | $477k | 18k | 26.09 |
| 2024-03-31 | $456k | 18k | 24.96 |
| 2023-12-31 | $433k | 18k | 23.70 |
| 2023-09-30 | $418k | 18k | 22.90 |
| 2023-06-30 | $360k | 18k | 19.72 |
| 2023-03-31 | $313k | 18k | 17.10 |
| 2022-12-31 | $313k | 18k | 17.10 |
| 2022-09-30 | $310k | 18k | 16.97 |
| 2022-06-30 | $337k | 18k | 18.44 |
| 2022-03-31 | $434k | 18k | 23.75 |
| 2021-12-31 | $462k | 18k | 25.28 |
| 2021-09-30 | $460k | 18k | 25.18 |
| 2021-06-30 | $424k | 18k | 23.20 |
| 2021-03-31 | $405k | 18k | 22.17 |
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