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MSFP
PRSP
Mark Sheptoff Financial Planning’s
Perspecta Inc. Common Stock
PRSP
Stock Holding History
Mark Sheptoff Financial Planning’s Portfolio
PRSP Stock Details
PRSP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-12
Closed
–
–
443
2021
Q1
$0
Hold
12
–
–
﹤0.01%
401
2020
Q4
$0
Hold
12
–
–
﹤0.01%
370
2020
Q3
$0
Hold
12
–
–
﹤0.01%
373
2020
Q2
$0
Hold
12
–
–
﹤0.01%
376
2020
Q1
$0
Buy
+12
New
+$289
﹤0.01%
391
2018
Q4
–
Sell
-112
Closed
-$3K
–
374
2018
Q3
$3K
Buy
+112
New
+$2.61K
﹤0.01%
340
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
$845M AUM
12.93%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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