B. Riley Wealth Management’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $638 | Buy |
2,592
+120
| +5% | +$30 | ﹤0.01% | 364 |
|
|
2022
Q1 | $702K | Buy |
2,472
+347
| +16% | +$98.5K | 0.05% | 269 |
|
|
2021
Q4 | $676K | Buy |
2,125
+648
| +44% | +$206K | 0.05% | 284 |
|
|
2021
Q3 | $413K | Buy |
+1,477
| New | +$413K | 0.03% | 380 |
|
|
2018
Q4 | – | Sell |
-1,405
| Closed | -$258K | – | 391 |
|
|
2018
Q3 | $258K | Buy |
+1,405
| New | +$258K | 0.06% | 241 |
|
|
2015
Q3 | – | Sell |
-106
| Closed | -$12K | – | 591 |
|
|
2015
Q2 | $12K | Buy |
106
+1
| +1% | +$113 | 0.01% | 708 |
|
|
2015
Q1 | $12K | Hold |
105
| – | – | 0.01% | 722 |
|
|
2014
Q4 | $13K | Sell |
105
-299
| -74% | -$37K | 0.01% | 684 |
|
|
2014
Q3 | $46K | Hold |
404
| – | – | 0.03% | 429 |
|
|
2014
Q2 | $50K | Sell |
404
-205
| -34% | -$25.4K | 0.03% | 469 |
|
|
2014
Q1 | $73K | Buy |
+609
| New | +$73K | 0.05% | 380 |
|