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Perennial Advisors’s Charles Schwab SCHW Stock Holding History

Perennial Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-110
Closed -$8K – 235
2021
Q2 		$8K Hold
110
– – ﹤0.01% 249
2021
Q1 		$7K Buy
+110
New +$7K ﹤0.01% 244