Kelleher Financial Advisors’s Peraso PRSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-8
| Closed | -$18K | – | 123 |
|
|
2016
Q4 | $18K | Hold |
8
| – | – | 0.01% | 136 |
|
|
2016
Q3 | $47K | Hold |
8
| – | – | 0.03% | 139 |
|
|
2016
Q2 | $25K | Hold |
8
| – | – | 0.02% | 133 |
|
|
2016
Q1 | $41K | Hold |
8
| – | – | 0.02% | 172 |
|
|
2015
Q4 | $69K | Hold |
8
| – | – | 0.05% | 113 |
|
|
2015
Q3 | $94K | Hold |
8
| – | – | 0.06% | 110 |
|
|
2015
Q2 | $120K | Hold |
8
| – | – | 0.07% | 113 |
|
|
2015
Q1 | $133K | Buy |
8
+4
| +100% | +$66.5K | 0.07% | 115 |
|
|
2014
Q4 | $62K | Hold |
4
| – | – | 0.03% | 114 |
|
|
2014
Q3 | $90K | Hold |
4
| – | – | 0.05% | 109 |
|
|
2014
Q2 | $94K | Buy |
+4
| New | +$94K | 0.05% | 106 |
|