Perennial Investment Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Perennial Investment Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$85.36 - $100.86 $13,316 - $15,734	-156 Reduced 6.35%	2,302 $231,000
Q2 2023 Aug 14, 2023	SELL	$85.65 - $93.64 $6,852 - $7,491	-80 Reduced 3.15%	2,458 $230,000
Q1 2023 May 11, 2023	BUY	$81.64 - $90.01 $207,202 - $228,445	2,538 New	2,538 $222,000
Q2 2022 Aug 10, 2022	SELL	$78.1 - $97.98 $172,601 - $216,535	-2,210 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$89.45 - $106.35 $1,073 - $1,276	12 Added 0.55%	2,210 $213,000
Q4 2021 Feb 14, 2022	SELL	$95.76 - $106.67 $6,703 - $7,466	-70 Reduced 3.09%	2,198 $233,000
Q3 2021 Nov 12, 2021	BUY	$94.69 - $101.93 $2,367 - $2,548	25 Added 1.11%	2,268 $217,000
Q2 2021 Jul 29, 2021	BUY	$88.83 - $95.54 $199,245 - $214,296	2,243 New	2,243 $214,000

503

18.9M

100

100

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