Allworth Financial’s Perspecta Inc. Common Stock PRSP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,035
| Closed | -$30K | – | 1725 |
|
2021
Q1 | $30K | Buy |
1,035
+63
| +6% | +$1.83K | ﹤0.01% | 687 |
|
2020
Q4 | $23K | Sell |
972
-69
| -7% | -$1.63K | ﹤0.01% | 650 |
|
2020
Q3 | $20K | Buy |
1,041
+1
| +0.1% | +$19 | ﹤0.01% | 574 |
|
2020
Q2 | $24K | Buy |
1,040
+15
| +1% | +$346 | ﹤0.01% | 551 |
|
2020
Q1 | $19K | Sell |
1,025
-108
| -10% | -$2K | ﹤0.01% | 578 |
|
2019
Q4 | $30K | Buy |
1,133
+256
| +29% | +$6.78K | ﹤0.01% | 450 |
|
2019
Q3 | $23K | Buy |
877
+5
| +0.6% | +$131 | ﹤0.01% | 441 |
|
2019
Q2 | $20K | Sell |
872
-245
| -22% | -$5.62K | ﹤0.01% | 465 |
|
2019
Q1 | $23K | Buy |
1,117
+43
| +4% | +$885 | ﹤0.01% | 438 |
|
2018
Q4 | $18K | Sell |
1,074
-17
| -2% | -$285 | ﹤0.01% | 434 |
|
2018
Q3 | $28K | Sell |
1,091
-25
| -2% | -$642 | ﹤0.01% | 373 |
|
2018
Q2 | $23K | Buy |
+1,116
| New | +$23K | ﹤0.01% | 390 |
|