KWM
Kingsview Wealth Management’s Prospect Capital PSEC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $58.8K | Sell |
18,490
-18
| -0.1% | -$57 | ﹤0.01% | 1150 |
|
2025
Q1 | $75.9K | Buy |
18,508
+1,922
| +12% | +$7.88K | ﹤0.01% | 1071 |
|
2024
Q4 | $71.5K | Buy |
16,586
+573
| +4% | +$2.47K | ﹤0.01% | 1091 |
|
2024
Q3 | $85.7K | Sell |
16,013
-967
| -6% | -$5.17K | ﹤0.01% | 1071 |
|
2024
Q2 | $93.9K | Buy |
16,980
+442
| +3% | +$2.44K | ﹤0.01% | 1023 |
|
2024
Q1 | $91.3K | Buy |
+16,538
| New | +$91.3K | ﹤0.01% | 999 |
|
2023
Q1 | – | Sell |
-17,804
| Closed | -$124K | – | 937 |
|
2022
Q4 | $124K | Sell |
17,804
-6,056
| -25% | -$42.3K | 0.01% | 814 |
|
2022
Q3 | $148K | Buy |
23,860
+912
| +4% | +$5.66K | 0.01% | 778 |
|
2022
Q2 | $160K | Buy |
22,948
+7,926
| +53% | +$55.3K | 0.01% | 774 |
|
2022
Q1 | $124K | Buy |
+15,022
| New | +$124K | 0.01% | 829 |
|
2020
Q4 | – | Sell |
-10,757
| Closed | -$54K | – | 721 |
|
2020
Q3 | $54K | Buy |
+10,757
| New | +$54K | ﹤0.01% | 595 |
|