SWM
PRSP
Sugarloaf Wealth Management’s Perspecta Inc. Common Stock PRSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-39
| Closed | -$1 | – | 797 |
|
|
2021
Q1 | $1 | Hold |
39
| – | – | ﹤0.01% | 732 |
|
|
2020
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 702 |
|
|
2020
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 659 |
|
|
2020
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 663 |
|
|
2020
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 671 |
|
|
2019
Q4 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 686 |
|