Thomas Duane Morgan is Director at CAPITAL SOUTHWEST CORP (CSWC). They have made 13 open-market trades across 2 companies since 2011, most recently 2021-08-31.
CIK 0001391130
11 open-market purchases totalling $408K since 2013, against 2 sales. Across 11 scored buys the stock is up 4.7% at ninety days, and 2.5 points ahead of the S&P over the same stretch.
11 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 100% | 91% | 100% |
| Avg Move | +2.6% | +4.4% | +4.7% |
| Alpha | +4.2% | +2.6% | +2.5% |
| Scored | 11 | 11 | 11 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| CSWC | BUY | 2021-08-31 | 2021-08-31 | $26.39 | $10K | +3.4% | -4.5% | +3.8% |
| CSWC | BUY | 2018-02-08 | 2018-02-09 | $16.39 | $50K | +8.2% | +8.6% | +5.2% |
| CSWC | BUY | 2017-06-07 | 2017-06-09 | $16.26 | $101K | +0.8% | +0.3% | +1.2% |
| CSWC | BUY | 2016-11-10 | 2016-11-16 | $14.35 | $102K | +5.1% | +13.3% | +15.3% |
| CSWC | BUY | 2016-06-24 | 2016-06-27 | $14.03 | $14K | +1.5% | +3.2% | +5.6% |
| CSWC | BUY | 2016-02-12 | 2016-02-12 | $13.34 | $13K | +2.8% | +4.5% | +1.8% |
| CSWC | BUY | 2015-11-12 | 2015-11-12 | $14.61 | $13K | +1.3% | +4.6% | +0.1% |
| CSWC | BUY | 2015-08-11 | 2015-08-11 | $48.11 | $14K | +1.3% | +4.6% | +4.6% |
| CSWC | BUY | 2015-05-06 | 2015-05-06 | $47.80 | $13K | +1.3% | +4.6% | +4.6% |
| CSWC | BUY | 2014-12-15 | 2014-12-17 | $39.71 | $50K | +1.3% | +4.6% | +4.6% |
| CSWC | BUY | 2013-05-02 | 2013-05-06 | $115.45 | $29K | +1.3% | +4.6% | +4.6% |
| GDI | SELL | 2011-11-30 | 2011-12-01 | $83.50 | $685K | +10.6% | -0.5% | -0.5% |
| GDI | SELL | 2011-11-11 | 2011-11-15 | $79.03 | $411K | +10.6% | -0.5% | -0.5% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.