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Castle Wealth Management’s Prospect Capital PSEC Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-275
Closed -$2K – 480
2022
Q3 		$2K Hold
275
– – ﹤0.01% 586
2022
Q2 		$2K Buy
+275
New +$2.11K ﹤0.01% 580

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XF
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Castle Wealth Management's PSEC Position: Q4 2022 in Review

Castle Wealth Management sold out of Prospect Capital (PSEC) in Q4 2022, closing a stake of 275 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in PSEC in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 246 funds tracked by Wall St. Rank hold PSEC as of Q4 2022.

  • Castle Wealth Management reported no remaining Prospect Capital position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 275 Prospect Capital shares in Q4 2022, an estimated $2K.
  • Castle Wealth Management first reported a position in Prospect Capital in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Prospect Capital position peaked at $2K in Q3 2022.
  • 246 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.