Liberty 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 |
-235
| Closed | -$6K | – | 1214 |
|
|
2021
Q1 | $6K | Hold |
235
| – | – | ﹤0.01% | 689 |
|
|
2020
Q4 | $6K | Hold |
235
| – | – | ﹤0.01% | 683 |
|
|
2020
Q3 | $5K | Buy |
235
+21
| +10% | +$447 | ﹤0.01% | 645 |
|
|
2020
Q2 | $5K | Buy |
214
+1
| +0.5% | +$23 | ﹤0.01% | 634 |
|
|
2020
Q1 | $4K | Sell |
213
-6
| -3% | -$113 | ﹤0.01% | 647 |
|
|
2019
Q4 | $6K | Buy |
219
+89
| +68% | +$2.44K | ﹤0.01% | 655 |
|
|
2019
Q3 | $3K | Sell |
130
-151
| -54% | -$3.49K | ﹤0.01% | 719 |
|
|
2019
Q2 | $7K | Buy |
281
+165
| +142% | +$4.11K | 0.01% | 610 |
|
|
2019
Q1 | $2K | Buy |
116
+5
| +5% | +$86 | ﹤0.01% | 651 |
|
|
2018
Q4 | $1K | Buy |
+111
| New | +$1K | ﹤0.01% | 735 |
|