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Capital Southwest Corporation shares owned by Total Clarity Wealth Management

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Total Clarity Wealth Management from 13F filings

Historical chart of Total Clarity Wealth Management investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Southwest Corporation by Total Clarity Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 97k 24.96
2023-12-31 $2.2M 94k 23.70
2021-12-31 $79k 3.1k 25.19
2021-09-30 $69k 2.8k 25.09

More positions owned by Total Clarity Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Invesco Actively Managed Etf Var Rate Invt (VRIG)
Invesco Exchng Trad Slf Inde Bulletshs 2032 (BSCW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Alphabet Cap Stk Cl A (GOOGL)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)

View all positions for Total Clarity Wealth Management

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Punch & Associates Investment Management
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