Zimmermann Investment Management & Planning’s Prospect Capital PSEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,299
| Closed | -$114K | – | 100 |
|
|
2024
Q3 | $114K | Buy |
21,299
+436
| +2% | +$2.33K | 0.04% | 144 |
|
|
2024
Q2 | $115K | Buy |
20,863
+405
| +2% | +$2.24K | 0.04% | 131 |
|
|
2024
Q1 | $113K | Buy |
20,458
+381
| +2% | +$2.1K | 0.04% | 134 |
|
|
2023
Q4 | $120K | Buy |
20,077
+2,024
| +11% | +$12.1K | 0.05% | 120 |
|
|
2023
Q3 | $109K | Buy |
18,053
+330
| +2% | +$2K | 0.05% | 102 |
|
|
2023
Q2 | $110K | Buy |
17,723
+310
| +2% | +$1.92K | 0.05% | 105 |
|
|
2023
Q1 | $121K | Buy |
17,413
+268
| +2% | +$1.87K | 0.06% | 112 |
|
|
2022
Q4 | $120K | Buy |
17,145
+263
| +2% | +$1.84K | 0.07% | 91 |
|
|
2022
Q3 | $105K | Buy |
16,882
+248
| +1% | +$1.54K | 0.07% | 90 |
|
|
2022
Q2 | $116K | Buy |
16,634
+239
| +1% | +$1.67K | 0.08% | 84 |
|
|
2022
Q1 | $136K | Buy |
16,395
+210
| +1% | +$1.74K | 0.08% | 81 |
|
|
2021
Q4 | $136K | Buy |
+16,185
| New | +$136K | 0.08% | 88 |
|