Perennial Advisors, LLC Vanguard Utilities ETF Transaction History

Perennial Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 08, 2021	SELL	$139.14 - $152.64 $57,325 - $62,887	-412 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$130.28 - $145.52 $53,675 - $59,954	412 New	412 $57,000
Q3 2020 Nov 16, 2020	SELL	$124.0 - $134.49 $51,088 - $55,409	-412 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$113.96 - $138.05 $573,218 - $694,391	-5,030 Reduced 92.43%	412 $51,000
Q1 2020 May 19, 2020	BUY	$98.62 - $156.1 $536,690 - $849,496	5,442 New	5,442 $582,000
Q1 2019 Apr 30, 2019	SELL	N/A	-497 Closed	0 $0
Q3 2017 Oct 30, 2017	BUY	N/A	497	497 $58,000

593

12.3M

39.2K

20.4K

Get notified when there are updates to the investment portfolio of Perennial Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Perennial Advisors, LLC with notifications on news.