Reilly Financial Advisors’s Perspecta Inc. Common Stock PRSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-134
| Closed | -$4K | – | 1110 |
|
|
2021
Q1 | $4K | Hold |
134
| – | – | ﹤0.01% | 842 |
|
|
2020
Q4 | $3K | Hold |
134
| – | – | ﹤0.01% | 779 |
|
|
2020
Q3 | $3K | Hold |
134
| – | – | ﹤0.01% | 735 |
|
|
2020
Q2 | $3K | Hold |
134
| – | – | ﹤0.01% | 790 |
|
|
2020
Q1 | $2K | Hold |
134
| – | – | ﹤0.01% | 817 |
|
|
2019
Q4 | $4K | Hold |
134
| – | – | ﹤0.01% | 761 |
|
|
2019
Q3 | $4K | Sell |
134
-279
| -68% | -$6.83K | ﹤0.01% | 776 |
|
|
2019
Q2 | $10K | Sell |
413
-42
| -9% | -$944 | ﹤0.01% | 684 |
|
|
2019
Q1 | $9K | Buy |
455
+42
| +10% | +$845 | ﹤0.01% | 717 |
|
|
2018
Q4 | $7K | Hold |
413
| – | – | ﹤0.01% | 718 |
|
|
2018
Q3 | $11K | Hold |
413
| – | – | ﹤0.01% | 684 |
|
|
2018
Q2 | $8K | Buy |
+413
| New | +$9.25K | ﹤0.01% | 735 |
|