1776 Wealth’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,167
| Closed | -$392K | – | 144 |
|
|
2023
Q1 | $392K | Hold |
1,167
| – | – | 0.24% | 75 |
|
|
2022
Q4 | $340K | Buy |
1,167
+37
| +3% | +$10.8K | 0.24% | 85 |
|
|
2022
Q3 | $273K | Hold |
1,130
| – | – | 0.21% | 86 |
|
|
2022
Q2 | $279K | Hold |
1,130
| – | – | 0.2% | 94 |
|
|
2022
Q1 | $305K | Sell |
1,130
-3
| -0.3% | -$810 | 0.18% | 95 |
|
|
2021
Q4 | $361K | Sell |
1,133
-39
| -3% | -$12.4K | 0.19% | 88 |
|
|
2021
Q3 | $327K | Sell |
1,172
-209
| -15% | -$58.3K | 0.19% | 86 |
|
|
2021
Q2 | $424K | Hold |
1,381
| – | – | 0.24% | 67 |
|
|
2021
Q1 | $418K | Sell |
1,381
-32
| -2% | -$9.69K | 0.26% | 58 |
|
|
2020
Q4 | $385K | Buy |
1,413
+69
| +5% | +$18.8K | 0.24% | 68 |
|
|
2020
Q3 | $272K | Sell |
1,344
-36
| -3% | -$7.29K | 0.2% | 77 |
|
|
2020
Q2 | $252K | Sell |
1,380
-1,260
| -48% | -$230K | 0.17% | 86 |
|
|
2020
Q1 | $446K | Buy |
2,640
+1,415
| +116% | +$239K | 0.19% | 85 |
|
|
2019
Q4 | $263K | Buy |
+1,225
| New | +$263K | 0.22% | 80 |
|