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Capital Southwest Corporation shares owned by Precision Wealth Strategies

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Precision Wealth Strategies from 13F filings

Historical chart of Precision Wealth Strategies investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Precision Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $204k 8.6k 23.70

More positions owned by Precision Wealth Strategies

Belpointe Prep Unit Rp Ltd Lb A (OZ)
Neos Etf Trust Neos Enh Inm Cas (CSHI)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Etf Ser Solutions Aptus Enhanced (JUCY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Tr Short Treas Bd (SHV)
Pimco Etf Tr Ultra Short Govt (BILZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Netflix (NFLX)
General Electric Com New (GE)
Microsoft Corporation (MSFT)

View all positions for Precision Wealth Strategies

Top funds holding Capital Southwest Corporation

Punch & Associates Investment Management
Van Eck Associates Corp.
Sanders Morris Harris
Asset Management Investors
Sound Income Strategies
Beacon Pointe Advisors
Two Sigma Investments
Melia Wealth
Two Sigma Advisers
Legal & General Group
Tectonic Advisors
Hennion & Walsh Asset Management
Grace & White
Citadel Advisors
Advisors Asset Management

View all funds holding Capital Southwest Corporation