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Capital Southwest Corporation shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Southwest Corporation by Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.0k 230 21.82
2024-09-30 $5.8k 230 25.29
2024-06-30 $6.0k 230 26.09
2024-03-31 $5.7k 230 24.96
2023-12-31 $5.5k 230 23.70

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Broadcom (AVGO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Eli Lilly & Co Call Call Option (Principal) (LLY)
Ishares Tr Eafe Value Etf (EFV)
Meta Platforms Cl A (META)
TJX Companies (TJX)
JPMorgan Chase & Co. (JPM)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Spectrum Wealth Counsel

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Balyasny Asset Management
Sanders Morris Harris
Two Sigma Advisers
Two Sigma Investments
Asset Management Investors
Punch & Associates Investment Management
Sound Income Strategies
Beacon Pointe Advisors
Harbor Capital Advisors
Tectonic Advisors
Melia Wealth
Legal & General Group
First Manhattan
Millennium Management

View all funds holding Capital Southwest Corporation