Capital Directions Investment Advisors’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $24.2K | Buy |
+83
| New | +$24.2K | 0.01% | 162 |
|
|
2022
Q3 | – | Sell |
-83
| Closed | -$20K | – | 157 |
|
|
2022
Q2 | $20K | Sell |
83
-49
| -37% | -$11.8K | 0.01% | 175 |
|
|
2022
Q1 | $37K | Buy |
+132
| New | +$37K | 0.01% | 162 |
|
|
2021
Q4 | – | Sell |
-446
| Closed | -$125K | – | 173 |
|
|
2021
Q3 | $125K | Buy |
446
+83
| +23% | +$23.3K | 0.04% | 82 |
|
|
2021
Q2 | $111K | Buy |
+363
| New | +$111K | 0.03% | 76 |
|
|
2021
Q1 | – | Sell |
-465
| Closed | -$127K | – | 297 |
|
|
2020
Q4 | $127K | Hold |
465
| – | – | 0.04% | 72 |
|
|
2020
Q3 | $94K | Hold |
465
| – | – | 0.04% | 78 |
|
|
2020
Q2 | $85K | Hold |
465
| – | – | 0.03% | 78 |
|
|
2020
Q1 | $60K | Sell |
465
-285
| -38% | -$36.8K | 0.03% | 98 |
|
|
2019
Q4 | $154K | Hold |
750
| – | – | 0.05% | 76 |
|
|
2019
Q3 | $135K | Buy |
+750
| New | +$135K | 0.04% | 72 |
|