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Gitterman Wealth Management’s Prospect Capital PSEC Stock Holding History

Gitterman 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
Q1 		– Sell
-15,167
Closed -$128K – 119
2021
Q4 		$128K Buy
+15,167
New +$128K 0.09% 90

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Sumitomo Mitsui Trust Group
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Commonwealth Equity Services
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UBS Group
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Gitterman Wealth Management's PSEC Position: Q1 2022 in Review

Gitterman Wealth Management sold out of Prospect Capital (PSEC) in Q1 2022, closing a stake of 15,167 shares — an estimated $128K sold.

Gitterman Wealth Management first reported a position in PSEC in Q4 2021 and held it in 1 quarter. The position peaked at $128K in Q4 2021. 216 funds tracked by Wall St. Rank hold PSEC as of Q1 2022.

  • Gitterman Wealth Management reported no remaining Prospect Capital position as of Q1 2022 after selling out during the quarter.
  • Gitterman Wealth Management sold 15,167 Prospect Capital shares in Q1 2022, an estimated $128K.
  • Gitterman Wealth Management first reported a position in Prospect Capital in Q4 2021 and held it in 1 quarter.
  • Gitterman Wealth Management's Prospect Capital position peaked at $128K in Q4 2021.
  • 216 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2022.

Based on Gitterman Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.