BWM
BT Wealth Management’s Prospect Capital PSEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,800
| Closed | -$75K | – | 72 |
|
|
2020
Q4 | $75K | Sell |
13,800
-5,040
| -27% | -$27.4K | 0.03% | 62 |
|
|
2020
Q3 | $95K | Hold |
18,840
| – | – | 0.04% | 58 |
|
|
2020
Q2 | $96K | Hold |
18,840
| – | – | 0.05% | 55 |
|
|
2020
Q1 | $80K | Sell |
18,840
-5,000
| -21% | -$21.2K | 0.05% | 54 |
|
|
2019
Q4 | $154K | Buy |
23,840
+2,240
| +10% | +$14.5K | 0.08% | 64 |
|
|
2019
Q3 | $142K | Hold |
21,600
| – | – | 0.08% | 53 |
|
|
2019
Q2 | $140K | Hold |
21,600
| – | – | 0.08% | 54 |
|
|
2019
Q1 | $141K | Hold |
21,600
| – | – | 0.08% | 57 |
|
|
2018
Q4 | $140K | Buy |
+21,600
| New | +$140K | 0.06% | 101 |
|