MWM
Modern Wealth Management’s Prospect Capital PSEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
33,602
+1,036
| +3% | +$3.29K | ﹤0.01% | 755 |
|
|
2025
Q1 | $134K | Buy |
32,566
+17
| +0.1% | +$70 | ﹤0.01% | 660 |
|
|
2024
Q4 | $140K | Buy |
32,549
+2,757
| +9% | +$11.9K | 0.01% | 564 |
|
|
2024
Q3 | $159K | Buy |
29,792
+1,059
| +4% | +$5.67K | 0.01% | 422 |
|
|
2024
Q2 | $159K | Buy |
28,733
+49
| +0.2% | +$271 | 0.01% | 389 |
|
|
2024
Q1 | $158K | Buy |
28,684
+1,045
| +4% | +$5.77K | 0.01% | 289 |
|
|
2023
Q4 | $166K | Buy |
+27,639
| New | +$166K | 0.02% | 183 |
|