Valeo Financial Advisors’s Perspecta Inc. Common Stock PRSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-115
| Closed | -$3K | – | 1987 |
|
|
2021
Q1 | $3K | Buy |
115
+86
| +297% | +$2.24K | ﹤0.01% | 1670 |
|
|
2020
Q4 | $1K | Sell |
29
-5
| -15% | -$172 | ﹤0.01% | 1621 |
|
|
2020
Q3 | $1K | Sell |
34
-357
| -91% | -$10.5K | ﹤0.01% | 1511 |
|
|
2020
Q2 | $9K | Sell |
391
-31
| -7% | -$714 | ﹤0.01% | 1268 |
|
|
2020
Q1 | $8K | Buy |
422
+8
| +2% | +$152 | ﹤0.01% | 1138 |
|
|
2019
Q4 | $11K | Buy |
414
+362
| +696% | +$9.62K | ﹤0.01% | 1084 |
|
|
2019
Q3 | $1K | Sell |
52
-34
| -40% | -$654 | ﹤0.01% | 1512 |
|
|
2019
Q2 | $2K | Buy |
86
+26
| +43% | +$605 | ﹤0.01% | 1444 |
|
|
2019
Q1 | $1K | Sell |
60
-17
| -22% | -$283 | ﹤0.01% | 1511 |
|
|
2018
Q4 | $1K | Sell |
77
-27
| -26% | -$351 | ﹤0.01% | 1435 |
|
|
2018
Q3 | $3K | Sell |
104
-60
| -37% | -$1.73K | ﹤0.01% | 1391 |
|
|
2018
Q2 | $4K | Buy |
+164
| New | +$4K | ﹤0.01% | 1215 |
|