LWP
Legacy Wealth Planning’s Prospect Capital PSEC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-10,200
| Closed | -$55K | – | 97 |
|
2020
Q4 | $55K | Hold |
10,200
| – | – | 0.07% | 85 |
|
2020
Q3 | $51K | Hold |
10,200
| – | – | 0.06% | 79 |
|
2020
Q2 | $52K | Hold |
10,200
| – | – | 0.06% | 77 |
|
2020
Q1 | $43K | Sell |
10,200
-4,500
| -31% | -$19K | 0.07% | 72 |
|
2019
Q4 | $95K | Buy |
+14,700
| New | +$95K | 0.11% | 79 |
|