LWM
PRSP

Liberty Wealth Management’s Perspecta Inc. Common Stock PRSP Stock Holding History

Liberty Wealth Management’s Portfolio PRSP Stock Details PRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-235
Closed -$6K – 1213
2021
Q1 		$6K Hold
235
– – ﹤0.01% 689
2020
Q4 		$6K Hold
235
– – ﹤0.01% 683
2020
Q3 		$5K Buy
235
+21
+10% +$443 ﹤0.01% 645
2020
Q2 		$5K Buy
214
+1
+0.5% +$22 ﹤0.01% 634
2020
Q1 		$4K Sell
213
-6
-3% -$144 ﹤0.01% 648
2019
Q4 		$6K Buy
219
+89
+68% +$2.37K ﹤0.01% 655
2019
Q3 		$3K Sell
130
-151
-54% -$3.69K ﹤0.01% 719
2019
Q2 		$7K Buy
281
+165
+142% +$3.71K 0.01% 610
2019
Q1 		$2K Buy
116
+5
+5% +$101 ﹤0.01% 651
2018
Q4 		$1K Buy
+111
New +$2.46K ﹤0.01% 735

Other funds holding PRSP

KC
Kellner Capital New York $55.5M AUM 88.05% 1-Year Est. Return
EBSAM
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $842M AUM 17.25% 1-Year Est. Return

Liberty Wealth Management's PRSP Position: Q2 2021 in Review

Liberty Wealth Management sold out of Perspecta Inc. Common Stock (PRSP) in Q2 2021, closing a stake of 235 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in PRSP in Q4 2018 and held it in 10 quarters. The position peaked at $7K in Q2 2019. 2 funds tracked by Wall St. Rank hold PRSP as of Q2 2021.

  • Liberty Wealth Management reported no remaining Perspecta Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 235 Perspecta Inc. Common Stock shares in Q2 2021, an estimated $6K.
  • Liberty Wealth Management first reported a position in Perspecta Inc. Common Stock in Q4 2018 and held it in 10 quarters.
  • Liberty Wealth Management's Perspecta Inc. Common Stock position peaked at $7K in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Perspecta Inc. Common Stock as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.