Advocacy Wealth Management Services’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-97
| Closed | -$18K | – | 154 |
|
|
2019
Q3 | $18K | Hold |
97
| – | – | 0.01% | 100 |
|
|
2019
Q2 | $16K | Buy |
+97
| New | +$16K | 0.01% | 109 |
|
|
2017
Q4 | – | Sell |
-43
| Closed | -$8K | – | 244 |
|
|
2017
Q3 | $8K | Sell |
43
-69
| -62% | -$12.8K | ﹤0.01% | 212 |
|
|
2017
Q2 | $18K | Hold |
112
| – | – | 0.01% | 143 |
|
|
2017
Q1 | $18K | Sell |
112
-39
| -26% | -$6.27K | 0.01% | 160 |
|
|
2016
Q4 | $21K | Sell |
151
-10
| -6% | -$1.39K | 0.01% | 141 |
|
|
2016
Q3 | $20K | Sell |
161
-200
| -55% | -$24.8K | 0.01% | 210 |
|
|
2016
Q2 | $39K | Sell |
361
-155
| -30% | -$16.7K | 0.02% | 173 |
|
|
2016
Q1 | $57K | Buy |
516
+370
| +253% | +$40.9K | 0.04% | 172 |
|
|
2015
Q4 | $14K | Buy |
+146
| New | +$14K | 0.02% | 311 |
|