SWM
Sculati Wealth Management’s Prospect Capital PSEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.9K | Sell |
29,219
-1,291
| -4% | -$4.11K | 0.03% | 124 |
|
|
2025
Q1 | $125K | Sell |
30,510
-2,645
| -8% | -$10.8K | 0.05% | 110 |
|
|
2024
Q4 | $143K | Sell |
33,155
-540
| -2% | -$2.33K | 0.06% | 107 |
|
|
2024
Q3 | $180K | Hold |
33,695
| – | – | 0.07% | 108 |
|
|
2024
Q2 | $186K | Sell |
33,695
-4,130
| -11% | -$22.8K | 0.08% | 99 |
|
|
2024
Q1 | $209K | Sell |
37,825
-20,075
| -35% | -$111K | 0.09% | 97 |
|
|
2023
Q4 | $347K | Sell |
57,900
-28,225
| -33% | -$169K | 0.16% | 82 |
|
|
2023
Q3 | $521K | Sell |
86,125
-30,440
| -26% | -$184K | 0.27% | 74 |
|
|
2023
Q2 | $723K | Sell |
116,565
-27,610
| -19% | -$171K | 0.36% | 68 |
|
|
2023
Q1 | $1M | Sell |
144,175
-39,086
| -21% | -$272K | 0.53% | 62 |
|
|
2022
Q4 | $1.28M | Buy |
183,261
+70,483
| +62% | +$493K | 0.72% | 49 |
|
|
2022
Q3 | $699K | Buy |
112,778
+15,416
| +16% | +$95.5K | 0.41% | 70 |
|
|
2022
Q2 | $681K | Buy |
97,362
+32,141
| +49% | +$225K | 0.39% | 75 |
|
|
2022
Q1 | $540K | Buy |
+65,221
| New | +$540K | 0.26% | 79 |
|
|
2020
Q2 | – | Sell |
-68,444
| Closed | -$291K | – | 106 |
|
|
2020
Q1 | $291K | Sell |
68,444
-41,236
| -38% | -$175K | 0.32% | 69 |
|
|
2019
Q4 | $706K | Buy |
+109,680
| New | +$706K | 0.63% | 50 |
|