SWA
Strategies Wealth Advisors’s Prospect Capital PSEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Buy |
37,915
+1,528
| +4% | +$4.86K | 0.01% | 180 |
|
|
2025
Q1 | $149K | Buy |
36,387
+779
| +2% | +$3.19K | 0.02% | 170 |
|
|
2024
Q4 | $148K | Buy |
35,608
+1,651
| +5% | +$6.89K | 0.02% | 122 |
|
|
2024
Q3 | $182K | Buy |
33,957
+2,277
| +7% | +$12.2K | 0.02% | 93 |
|
|
2024
Q2 | $175K | Buy |
31,680
+1,059
| +3% | +$5.86K | 0.03% | 91 |
|
|
2024
Q1 | $169K | Buy |
30,621
+1,902
| +7% | +$10.5K | 0.03% | 96 |
|
|
2023
Q4 | $172K | Buy |
28,719
+905
| +3% | +$5.42K | 0.03% | 86 |
|
|
2023
Q3 | $168K | Buy |
27,814
+824
| +3% | +$4.99K | 0.03% | 77 |
|
|
2023
Q2 | $167K | Buy |
26,990
+777
| +3% | +$4.82K | 0.03% | 82 |
|
|
2023
Q1 | $182K | Buy |
26,213
+561
| +2% | +$3.91K | 0.04% | 75 |
|
|
2022
Q4 | $179K | Buy |
+25,652
| New | +$179K | 0.04% | 75 |
|
|
2022
Q2 | $170K | Buy |
24,372
+599
| +3% | +$4.19K | 0.05% | 81 |
|
|
2022
Q1 | $197K | Buy |
23,773
+520
| +2% | +$4.31K | 0.05% | 80 |
|
|
2021
Q4 | $196K | Buy |
+23,253
| New | +$196K | 0.05% | 79 |
|