Heritage Wealth Advisors’s Prospect Capital PSEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$261	Hold	100	–	–	﹤0.01%	658
2025 Q4	$259	Hold	100	–	–	﹤0.01%	570
2025 Q3	$275	Hold	100	–	–	﹤0.01%	562
2025 Q2	$318	Hold	100	–	–	﹤0.01%	548
2025 Q1	$410	Hold	100	–	–	﹤0.01%	549
2024 Q4	$431	Hold	100	–	–	﹤0.01%	601
2024 Q3	$535	Hold	100	–	–	﹤0.01%	589
2024 Q2	$553	Hold	100	–	–	﹤0.01%	493
2024 Q1	$552	Hold	100	–	–	﹤0.01%	516
2023 Q4	$599	Hold	100	–	–	﹤0.01%	524
2023 Q3	$605	Hold	100	–	–	﹤0.01%	483
2023 Q2	$620	Hold	100	–	–	﹤0.01%	523
2023 Q1	$696	Hold	100	–	–	﹤0.01%	537
2022 Q4	$699	Hold	100	–	–	﹤0.01%	530
2022 Q3	$620	Hold	100	–	–	﹤0.01%	504
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	541
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	520
2021 Q4	$1K	Buy	+100	New	+$842	﹤0.01%	529