Valeo 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 |
-115
| Closed | -$3K | – | 2099 |
|
|
2021
Q1 | $3K | Buy |
115
+86
| +297% | +$2.42K | ﹤0.01% | 1763 |
|
|
2020
Q4 | $1K | Sell |
29
-5
| -15% | -$107 | ﹤0.01% | 1650 |
|
|
2020
Q3 | $1K | Sell |
34
-357
| -91% | -$7.53K | ﹤0.01% | 1560 |
|
|
2020
Q2 | $9K | Sell |
391
-31
| -7% | -$676 | ﹤0.01% | 1340 |
|
|
2020
Q1 | $8K | Buy |
422
+8
| +2% | +$192 | ﹤0.01% | 1186 |
|
|
2019
Q4 | $11K | Buy |
414
+362
| +696% | +$9.64K | ﹤0.01% | 1098 |
|
|
2019
Q3 | $1K | Sell |
52
-34
| -40% | -$832 | ﹤0.01% | 1526 |
|
|
2019
Q2 | $2K | Buy |
86
+26
| +43% | +$584 | ﹤0.01% | 1450 |
|
|
2019
Q1 | $1K | Sell |
60
-17
| -22% | -$342 | ﹤0.01% | 1519 |
|
|
2018
Q4 | $1K | Sell |
77
-27
| -26% | -$598 | ﹤0.01% | 1443 |
|
|
2018
Q3 | $3K | Sell |
104
-60
| -37% | -$1.4K | ﹤0.01% | 1401 |
|
|
2018
Q2 | $4K | Buy |
+164
| New | +$3.67K | ﹤0.01% | 1222 |
|