AWMS
Advocacy Wealth Management Services’s Prospect Capital PSEC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-5,100
| Closed | -$34K | – | 109 |
|
2022
Q3 | $34K | Hold |
5,100
| – | – | 0.01% | 54 |
|
2022
Q2 | $36K | Hold |
5,100
| – | – | 0.01% | 56 |
|
2022
Q1 | $43K | Hold |
5,100
| – | – | 0.01% | 51 |
|
2021
Q4 | $43K | Hold |
5,100
| – | – | 0.01% | 59 |
|
2021
Q3 | $39K | Hold |
5,100
| – | – | 0.01% | 61 |
|
2021
Q2 | $43K | Hold |
5,100
| – | – | 0.01% | 68 |
|
2021
Q1 | $40K | Hold |
5,100
| – | – | 0.01% | 63 |
|
2020
Q4 | $28K | Hold |
5,100
| – | – | ﹤0.01% | 73 |
|
2020
Q3 | $26K | Hold |
5,100
| – | – | ﹤0.01% | 70 |
|
2020
Q2 | $26K | Hold |
5,100
| – | – | 0.01% | 72 |
|
2020
Q1 | $20K | Hold |
5,100
| – | – | ﹤0.01% | 76 |
|
2019
Q4 | $33K | Hold |
5,100
| – | – | 0.01% | 65 |
|
2019
Q3 | $34K | Hold |
5,100
| – | – | 0.02% | 58 |
|
2019
Q2 | $33K | Hold |
5,100
| – | – | 0.02% | 54 |
|
2019
Q1 | $33K | Hold |
5,100
| – | – | 0.04% | 45 |
|
2018
Q4 | $32K | Hold |
5,100
| – | – | 0.02% | 53 |
|
2018
Q3 | $37K | Hold |
5,100
| – | – | 0.02% | 54 |
|
2018
Q2 | $34K | Hold |
5,100
| – | – | 0.02% | 56 |
|
2018
Q1 | $33K | Hold |
5,100
| – | – | 0.02% | 57 |
|
2017
Q4 | $34K | Sell |
5,100
-3,100
| -38% | -$20.7K | 0.02% | 69 |
|
2017
Q3 | $55K | Sell |
8,200
-500
| -6% | -$3.35K | 0.02% | 62 |
|
2017
Q2 | $71K | Sell |
8,700
-2,000
| -19% | -$16.3K | 0.03% | 60 |
|
2017
Q1 | $97K | Hold |
10,700
| – | – | 0.03% | 50 |
|
2016
Q4 | $89K | Sell |
10,700
-1,300
| -11% | -$10.8K | 0.03% | 48 |
|
2016
Q3 | $97K | Sell |
12,000
-1,500
| -11% | -$12.1K | 0.04% | 74 |
|
2016
Q2 | $106K | Sell |
13,500
-13,075
| -49% | -$103K | 0.05% | 96 |
|
2016
Q1 | $193K | Sell |
26,575
-29,050
| -52% | -$211K | 0.13% | 91 |
|
2015
Q4 | $393K | Buy |
+55,625
| New | +$393K | 0.44% | 56 |
|
2013
Q3 | $330K | Sell |
29,525
-4,500
| -13% | -$50.3K | 0.9% | 27 |
|
2013
Q2 | $367K | Buy |
+34,025
| New | +$367K | 1.46% | 17 |
|