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Perennial Advisors’s Carriage Services CSV Stock Holding History

Perennial Advisors’s Portfolio CSV Stock Details CSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-210
Closed -$7K – 300
2021
Q1 		$7K Hold
210
– – ﹤0.01% 240
2020
Q4 		$7K Buy
+210
New +$7K ﹤0.01% 212