Perennial Investment Advisors, LLC Ishares Msci Usa Value Factor Transaction History

Perennial Investment Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$101.38 - $109.77 $229,929 - $248,958	-2,268 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$100.55 - $106.33 $23,227 - $24,562	-231 Reduced 9.24%	2,268 $228,000
Q2 2021 Jul 29, 2021	SELL	$102.28 - $108.72 $4,807 - $5,109	-47 Reduced 1.85%	2,499 $263,000
Q1 2021 Apr 29, 2021	BUY	$86.14 - $104.49 $8,441 - $10,240	98 Added 4.0%	2,546 $261,000
Q4 2020 Jan 22, 2021	BUY	$71.94 - $88.81 $176,109 - $217,406	2,448 New	2,448 $213,000

436

52.5M

100

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