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Clarity Wealth Advisors’s Prospect Capital PSEC Stock Holding History

Clarity Wealth Advisors’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
2023
Q3 		– Sell
-10,076
Closed -$62.5K – 76
2023
Q2 		$62.5K Buy
+10,076
New +$64.8K 0.03% 76

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LSV Asset Management
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XF
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BlackRock
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Commonwealth Equity Services
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
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Clarity Wealth Advisors's PSEC Position: Q3 2023 in Review

Clarity Wealth Advisors sold out of Prospect Capital (PSEC) in Q3 2023, closing a stake of 10,076 shares — an estimated $62.5K sold.

Clarity Wealth Advisors first reported a position in PSEC in Q2 2023 and held it in 1 quarter. The position peaked at $62.5K in Q2 2023. 234 funds tracked by Wall St. Rank hold PSEC as of Q3 2023.

  • Clarity Wealth Advisors reported no remaining Prospect Capital position as of Q3 2023 after selling out during the quarter.
  • Clarity Wealth Advisors sold 10,076 Prospect Capital shares in Q3 2023, an estimated $62.5K.
  • Clarity Wealth Advisors first reported a position in Prospect Capital in Q2 2023 and held it in 1 quarter.
  • Clarity Wealth Advisors's Prospect Capital position peaked at $62.5K in Q2 2023.
  • 234 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2023.

Based on Clarity Wealth Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.