Elmwood Wealth Management’s Perspecta Inc. Common Stock PRSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-80
| Closed | -$2K | – | 334 |
|
|
2021
Q1 | $2K | Buy |
+80
| New | +$2.25K | ﹤0.01% | 305 |
|
|
2020
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 242 |
|
|
2020
Q2 | $2K | Buy |
+80
| New | +$1.75K | ﹤0.01% | 242 |
|
|
2019
Q4 | – | Sell |
-80
| Closed | -$2K | – | 261 |
|
|
2019
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 252 |
|
|
2019
Q2 | $2K | Sell |
80
-63
| -44% | -$1.42K | ﹤0.01% | 268 |
|
|
2019
Q1 | $3K | Hold |
143
| – | – | ﹤0.01% | 257 |
|
|
2018
Q4 | $2K | Hold |
143
| – | – | ﹤0.01% | 281 |
|
|
2018
Q3 | $3.68K | Hold |
143
| – | – | ﹤0.01% | 245 |
|
|
2018
Q2 | $2.94K | Buy |
+143
| New | +$3.2K | ﹤0.01% | 243 |
|