Oliver Lagore Vanvalin Investment Group’s Prospect Capital PSEC Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2023 Q3	–	Sell	-1,300	Closed	-$8.06K	–	882
2023 Q2	$8.06K	Sell	1,300 -275	-17%	-$1.77K	﹤0.01%	503
2023 Q1	$11K	Sell	1,575 -100	-6%	-$726	﹤0.01%	376
2022 Q4	$11.7K	Buy	1,675 +100	+6%	+$719	0.01%	343
2022 Q3	$10K	Buy	1,575 +900	+133%	+$6.72K	0.01%	341
2022 Q2	$5K	Hold	675	–	–	﹤0.01%	419
2022 Q1	$5K	Buy	+675	New	+$5.62K	﹤0.01%	415

Other funds holding PSEC

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PSEC Position: Q3 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Prospect Capital (PSEC) in Q3 2023, closing a stake of 1,300 shares — an estimated $8.06K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in PSEC in Q1 2022 and held it in 6 quarters. The position peaked at $11.7K in Q4 2022. 234 funds tracked by Wall St. Rank hold PSEC as of Q3 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining Prospect Capital position as of Q3 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 1,300 Prospect Capital shares in Q3 2023, an estimated $8.06K.
Oliver Lagore Vanvalin Investment Group first reported a position in Prospect Capital in Q1 2022 and held it in 6 quarters.
Oliver Lagore Vanvalin Investment Group's Prospect Capital position peaked at $11.7K in Q4 2022.
234 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2023, filed 9 Nov 2023.