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Carson Wealth (CWM LLC)’s
Prospect Capital
PSEC
Stock Holding History
Carson Wealth (CWM LLC)’s Portfolio
PSEC Stock Details
PSEC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$49K
Buy
18,759
+6
+0%
+$16
﹤0.01%
3829
2025
Q4
$49K
Buy
18,753
+507
+3%
+$1.35K
﹤0.01%
3622
2025
Q3
$50K
Buy
18,246
+5
+0%
+$15
﹤0.01%
3538
2025
Q2
$58K
Buy
18,241
+17,547
+2,528%
+$61K
﹤0.01%
3160
2025
Q1
$3K
Buy
694
+123
+22%
+$529
﹤0.01%
4671
2024
Q4
$2K
Sell
571
-18,739
-97%
-$89.8K
﹤0.01%
4594
2024
Q3
$103K
Buy
19,310
+9,721
+101%
+$51.6K
﹤0.01%
2182
2024
Q2
$53K
Sell
9,589
-405
-4%
-$2.22K
﹤0.01%
2445
2024
Q1
$55K
Buy
9,994
+20
+0.2%
+$115
﹤0.01%
2233
2023
Q4
$60K
Buy
9,974
+111
+1%
+$639
﹤0.01%
2061
2023
Q3
$60K
Buy
9,863
+11
+0.1%
+$69
﹤0.01%
1957
2023
Q2
$61K
Sell
9,852
-690
-7%
-$4.44K
﹤0.01%
1846
2023
Q1
$73K
Buy
10,542
+8,396
+391%
+$61K
﹤0.01%
1661
2022
Q4
$15K
Buy
2,146
+846
+65%
+$6.08K
﹤0.01%
2572
2022
Q3
$8K
Buy
1,300
+500
+63%
+$3.73K
﹤0.01%
2839
2022
Q2
$6K
Buy
+800
New
+$6.15K
﹤0.01%
2912
2018
Q3
–
Sell
-144
Closed
-$1K
–
1957
2018
Q2
$1K
Buy
+144
New
+$957
﹤0.01%
1574
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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