Tradition Wealth Management »

Capital Southwest Corporation shares owned by Tradition Wealth Management

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

Historical chart of Tradition Wealth Management investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Southwest Corporation by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.0k 236 25.42
2023-09-30 $5.0k 236 21.19
2023-06-30 $5.0k 236 21.19
2023-03-31 $4.0k 236 16.95
2022-12-31 $4.0k 236 16.95
2022-09-30 $5.0k 308 16.23
2022-06-30 $6.0k 308 19.48
2022-03-31 $7.0k 308 22.73
2021-12-31 $8.0k 308 25.97
2021-09-30 $8.0k 308 25.97
2021-06-30 $7.0k 308 22.73

More positions owned by Tradition Wealth Management

Schwab Us Large Cap Uit Exchange Traded (SCHG)
Ft Cboe Vest Fund Of Uit Exchange Traded (BUFR)
Schwab Fundamental Inl Uit Exchange Traded (FNDF)
Apple Common Stock (AAPL)
Invsc S P 500 Equal Uit Exchange Traded (RSP)
Innovator Us Equity Uit Exchange Traded (UMAY)
Schwab Us Dividend Uit Exchange Traded (SCHD)
Ishares Russell 1000 Uit Exchange Traded (IWD)
Jpmorgan Equity Premium Uit Exchange Traded (JEPI)
Spdr Portfolio S&p 500 Uit Exchange Traded (SPLG)
Xtrackers Msci Eafe Hdgd Uit Exchange Traded (DBEF)
Ishares Msci Usa Qlty Uit Exchange Traded (QUAL)
Schwab Fundamental Us Uit Exchange Traded (FNDX)
Vanguard Dividend Uit Exchange Traded (VIG)
Pacer Us Small Cap Cash Uit Exchange Traded (CALF)

View all positions for Tradition 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