CAWM
Capital Advisors Wealth Management’s Prospect Capital PSEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,000
| Closed | -$62K | – | 141 |
|
|
2023
Q2 | $62K | Sell |
10,000
-3,500
| -26% | -$21.7K | 0.02% | 137 |
|
|
2023
Q1 | $94K | Hold |
13,500
| – | – | 0.03% | 135 |
|
|
2022
Q4 | $94.4K | Hold |
13,500
| – | – | 0.03% | 129 |
|
|
2022
Q3 | $84K | Sell |
13,500
-3,000
| -18% | -$18.7K | 0.03% | 116 |
|
|
2022
Q2 | $115K | Sell |
16,500
-1,700
| -9% | -$11.8K | 0.04% | 113 |
|
|
2022
Q1 | $151K | Buy |
+18,200
| New | +$151K | 0.05% | 120 |
|