Carson Wealth (CWM LLC)’s Prospect Capital PSEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58K | Buy |
18,241
+17,547
| +2,528% | +$55.8K | ﹤0.01% | 3158 |
|
|
2025
Q1 | $3K | Buy |
694
+123
| +22% | +$532 | ﹤0.01% | 4663 |
|
|
2024
Q4 | $2K | Sell |
571
-18,739
| -97% | -$65.6K | ﹤0.01% | 4592 |
|
|
2024
Q3 | $103K | Buy |
19,310
+9,721
| +101% | +$51.9K | ﹤0.01% | 2180 |
|
|
2024
Q2 | $53K | Sell |
9,589
-405
| -4% | -$2.24K | ﹤0.01% | 2443 |
|
|
2024
Q1 | $55K | Buy |
9,994
+20
| +0.2% | +$110 | ﹤0.01% | 2231 |
|
|
2023
Q4 | $60K | Buy |
9,974
+111
| +1% | +$668 | ﹤0.01% | 2059 |
|
|
2023
Q3 | $60K | Buy |
9,863
+11
| +0.1% | +$67 | ﹤0.01% | 1956 |
|
|
2023
Q2 | $61K | Sell |
9,852
-690
| -7% | -$4.27K | ﹤0.01% | 1844 |
|
|
2023
Q1 | $73K | Buy |
10,542
+8,396
| +391% | +$58.1K | ﹤0.01% | 1660 |
|
|
2022
Q4 | $15K | Buy |
2,146
+846
| +65% | +$5.91K | ﹤0.01% | 2570 |
|
|
2022
Q3 | $8K | Buy |
1,300
+500
| +63% | +$3.08K | ﹤0.01% | 2836 |
|
|
2022
Q2 | $6K | Buy |
+800
| New | +$6K | ﹤0.01% | 2908 |
|
|
2018
Q3 | – | Sell |
-144
| Closed | -$1K | – | 1953 |
|
|
2018
Q2 | $1K | Buy |
+144
| New | +$1K | ﹤0.01% | 1570 |
|