BDO Wealth Advisors’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 | $37.1K | Sell |
95
-39
| -29% | -$15.2K | ﹤0.01% | 481 |
|
|
2023
Q1 | $45K | Hold |
134
| – | – | 0.01% | 440 |
|
|
2022
Q4 | $39K | Buy |
134
+33
| +33% | +$9.6K | ﹤0.01% | 454 |
|
|
2022
Q3 | $24K | Hold |
101
| – | – | ﹤0.01% | 532 |
|
|
2022
Q2 | $25K | Hold |
101
| – | – | ﹤0.01% | 525 |
|
|
2022
Q1 | $29K | Hold |
101
| – | – | ﹤0.01% | 533 |
|
|
2021
Q4 | $32K | Buy |
101
+15
| +17% | +$4.75K | ﹤0.01% | 531 |
|
|
2021
Q3 | $24K | Hold |
86
| – | – | ﹤0.01% | 577 |
|
|
2021
Q2 | $26K | Hold |
86
| – | – | ﹤0.01% | 572 |
|
|
2021
Q1 | $27K | Sell |
86
-21
| -20% | -$6.59K | ﹤0.01% | 561 |
|
|
2020
Q4 | $29K | Buy |
107
+79
| +282% | +$21.4K | ﹤0.01% | 415 |
|
|
2020
Q3 | $6K | Buy |
28
+17
| +155% | +$3.64K | ﹤0.01% | 540 |
|
|
2020
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 634 |
|
|
2020
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 714 |
|
|
2018
Q4 | – | Sell |
-57
| Closed | -$10K | – | 607 |
|
|
2018
Q3 | $10K | Hold |
57
| – | – | ﹤0.01% | 458 |
|
|
2018
Q2 | $9K | Hold |
57
| – | – | ﹤0.01% | 472 |
|
|
2018
Q1 | $10K | Hold |
57
| – | – | ﹤0.01% | 397 |
|
|
2017
Q4 | $11K | Buy |
+57
| New | +$11K | ﹤0.01% | 333 |
|