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Cypress Wealth Services’s Prospect Capital PSEC Stock Holding History

Cypress Wealth Services’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
Q2 		– Sell
-13,450
Closed -$93.6K – 264
2023
Q1 		$93.6K Buy
+13,450
New +$97.7K 0.03% 245

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Cypress Wealth Services's PSEC Position: Q2 2023 in Review

Cypress Wealth Services sold out of Prospect Capital (PSEC) in Q2 2023, closing a stake of 13,450 shares — an estimated $93.6K sold.

Cypress Wealth Services first reported a position in PSEC in Q1 2023 and held it in 1 quarter. The position peaked at $93.6K in Q1 2023. 234 funds tracked by Wall St. Rank hold PSEC as of Q2 2023.

  • Cypress Wealth Services reported no remaining Prospect Capital position as of Q2 2023 after selling out during the quarter.
  • Cypress Wealth Services sold 13,450 Prospect Capital shares in Q2 2023, an estimated $93.6K.
  • Cypress Wealth Services first reported a position in Prospect Capital in Q1 2023 and held it in 1 quarter.
  • Cypress Wealth Services's Prospect Capital position peaked at $93.6K in Q1 2023.
  • 234 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2023.

Based on Cypress Wealth Services's 13F filing for Q2 2023, filed 21 Jul 2023.