BCWM
PRSP
Bartlett & Co Wealth Management’s Perspecta Inc. Common Stock PRSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,040
| Closed | -$25.1K | – | 1223 |
|
|
2020
Q4 | $25.1K | Hold |
1,040
| – | – | ﹤0.01% | 639 |
|
|
2020
Q3 | $20.3K | Hold |
1,040
| – | – | ﹤0.01% | 616 |
|
|
2020
Q2 | $24.2K | Hold |
1,040
| – | – | ﹤0.01% | 592 |
|
|
2020
Q1 | $19K | Sell |
1,040
-8
| -0.8% | -$146 | ﹤0.01% | 593 |
|
|
2019
Q4 | $27.8K | Sell |
1,048
-8
| -0.8% | -$212 | ﹤0.01% | 613 |
|
|
2019
Q3 | $27.6K | Buy |
1,056
+16
| +2% | +$419 | ﹤0.01% | 612 |
|
|
2019
Q2 | $24.4K | Hold |
1,040
| – | – | ﹤0.01% | 515 |
|
|
2019
Q1 | $21.1K | Hold |
1,040
| – | – | ﹤0.01% | 514 |
|
|
2018
Q4 | $18K | Hold |
1,040
| – | – | ﹤0.01% | 529 |
|
|
2018
Q3 | $26.8K | Sell |
1,040
-34
| -3% | -$876 | ﹤0.01% | 511 |
|
|
2018
Q2 | $22.1K | Buy |
+1,074
| New | +$22.1K | ﹤0.01% | 514 |
|