WMS
Wealth Management Solutions’s Prospect Capital PSEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-55,329
| Closed | -$385K | – | 90 |
|
|
2023
Q1 | $385K | Buy |
55,329
+1,403
| +3% | +$9.77K | 0.22% | 53 |
|
|
2022
Q4 | $377K | Buy |
53,926
+1,397
| +3% | +$9.77K | 0.2% | 59 |
|
|
2022
Q3 | $326K | Buy |
52,529
+1,296
| +3% | +$8.04K | 0.19% | 55 |
|
|
2022
Q2 | $358K | Buy |
51,233
+1,264
| +3% | +$8.83K | 0.2% | 55 |
|
|
2022
Q1 | $414K | Buy |
49,969
+7,941
| +19% | +$65.8K | 0.22% | 64 |
|
|
2021
Q4 | $353K | Buy |
+42,028
| New | +$353K | 0.18% | 78 |
|