Walled Lake Planning & Wealth Management’s Perspecta Inc. Common Stock PRSP Stock Holding History

Walled Lake Planning & 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	-25	Closed	-$1K	–	324
2021 Q1	$1K	Sell	25 -42	-63%	-$1.18K	﹤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%	-$218	﹤0.01%	296
2020 Q1	$1K	Sell	77 -45	-37%	-$1.08K	﹤0.01%	318
2019 Q4	$3K	Buy	+122	New	+$3.25K	﹤0.01%	253

Other funds holding PRSP

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

Walled Lake Planning & Wealth Management's PRSP Position: Q2 2021 in Review

Walled Lake Planning & Wealth Management sold out of Perspecta Inc. Common Stock (PRSP) in Q2 2021, closing a stake of 25 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in PRSP in Q4 2019 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 2 funds tracked by Wall St. Rank hold PRSP as of Q2 2021.

Walled Lake Planning & Wealth Management reported no remaining Perspecta Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 25 Perspecta Inc. Common Stock shares in Q2 2021, an estimated $1K.
Walled Lake Planning & Wealth Management first reported a position in Perspecta Inc. Common Stock in Q4 2019 and held it in 6 quarters.
Walled Lake Planning & Wealth Management's Perspecta Inc. Common Stock position peaked at $3K in Q4 2019.
2 funds tracked by Wall St. Rank held Perspecta Inc. Common Stock as of Q2 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.