WLPWM
PRSP
Walled Lake Planning & 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 |
-25
| Closed | -$1K | – | 324 |
|
|
2021
Q1 | $1K | Sell |
25
-42
| -63% | -$1.68K | ﹤0.01% | 305 |
|
|
2020
Q4 | $2K | Hold |
67
| – | – | ﹤0.01% | 290 |
|
|
2020
Q3 | $1K | Hold |
67
| – | – | ﹤0.01% | 333 |
|
|
2020
Q2 | $2K | Sell |
67
-10
| -13% | -$299 | ﹤0.01% | 296 |
|
|
2020
Q1 | $1K | Sell |
77
-45
| -37% | -$584 | ﹤0.01% | 318 |
|
|
2019
Q4 | $3K | Buy |
+122
| New | +$3K | ﹤0.01% | 253 |
|