Geneos Wealth Management’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 |
-513
| Closed | -$15K | – | 3203 |
|
|
2021
Q1 | $15K | Hold |
513
| – | – | ﹤0.01% | 2225 |
|
|
2020
Q4 | $14K | Sell |
513
-108
| -17% | -$2.95K | ﹤0.01% | 2103 |
|
|
2020
Q3 | $11K | Sell |
621
-187
| -23% | -$3.31K | ﹤0.01% | 1932 |
|
|
2020
Q2 | $17K | Sell |
808
-3
| -0.4% | -$63 | ﹤0.01% | 1709 |
|
|
2020
Q1 | $15K | Hold |
811
| – | – | ﹤0.01% | 1642 |
|
|
2019
Q4 | $21K | Buy |
811
+17
| +2% | +$440 | ﹤0.01% | 1680 |
|
|
2019
Q3 | $20K | Sell |
794
-76
| -9% | -$1.91K | ﹤0.01% | 1618 |
|
|
2019
Q2 | $20K | Buy |
870
+51
| +6% | +$1.17K | ﹤0.01% | 1644 |
|
|
2019
Q1 | $16K | Sell |
819
-4
| -0.5% | -$78 | ﹤0.01% | 1683 |
|
|
2018
Q4 | $13K | Sell |
823
-9
| -1% | -$142 | ﹤0.01% | 1710 |
|
|
2018
Q3 | $21K | Sell |
832
-515
| -38% | -$13K | ﹤0.01% | 1561 |
|
|
2018
Q2 | $27K | Buy |
+1,347
| New | +$27K | ﹤0.01% | 1337 |
|