Berman Capital Advisors’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $149K | Buy |
538
+157
| +41% | +$43.5K | 0.02% | 333 |
|
|
2021
Q2 | $117K | Buy |
381
+30
| +9% | +$9.21K | 0.02% | 337 |
|
|
2021
Q1 | $110K | Buy |
351
+148
| +73% | +$46.4K | 0.02% | 283 |
|
|
2020
Q4 | $55K | Buy |
203
+49
| +32% | +$13.3K | 0.01% | 386 |
|
|
2020
Q3 | $31K | Sell |
154
-4
| -3% | -$805 | 0.01% | 469 |
|
|
2020
Q2 | $28K | Buy |
158
+24
| +18% | +$4.25K | 0.01% | 458 |
|
|
2020
Q1 | $16K | Sell |
134
-12
| -8% | -$1.43K | 0.01% | 553 |
|
|
2019
Q4 | $30K | Hold |
146
| – | – | 0.01% | 430 |
|
|
2019
Q3 | $26K | Hold |
146
| – | – | 0.01% | 437 |
|
|
2019
Q2 | $24K | Buy |
146
+11
| +8% | +$1.81K | 0.01% | 463 |
|
|
2019
Q1 | $23K | Buy |
135
+42
| +45% | +$7.16K | 0.01% | 422 |
|
|
2018
Q4 | $13K | Buy |
+93
| New | +$13K | 0.01% | 467 |
|