SWM
PRSP

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

Sugarloaf 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
-39
Closed -$1 – 799
2021
Q1 		$1 Hold
39
– – ﹤0.01% 737
2020
Q4 		$1K Hold
39
– – ﹤0.01% 706
2020
Q3 		$1K Hold
39
– – ﹤0.01% 660
2020
Q2 		$1K Hold
39
– – ﹤0.01% 664
2020
Q1 		$1K Hold
39
– – ﹤0.01% 672
2019
Q4 		$1K Buy
+39
New +$1.04K ﹤0.01% 687

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