CSWM
Cassady Schiller Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $78.2K | Sell |
123
-37
| -23% | -$23.5K | 0.03% | 172 |
|
|
2024
Q3 | $101K | Hold |
160
| – | – | 0.04% | 157 |
|
|
2024
Q2 | $80.9K | Hold |
160
| – | – | 0.03% | 164 |
|
|
2024
Q1 | $88.9K | Hold |
160
| – | – | 0.04% | 165 |
|
|
2023
Q4 | $73.7K | Sell |
160
-40
| -20% | -$18.4K | 0.04% | 173 |
|
|
2023
Q3 | $77.9K | Hold |
200
| – | – | 0.04% | 159 |
|
|
2023
Q2 | $78K | Hold |
200
| – | – | 0.04% | 162 |
|
|
2023
Q1 | $67.2K | Hold |
200
| – | – | 0.03% | 175 |
|
|
2022
Q4 | $58.2K | Buy |
+200
| New | +$58.2K | 0.04% | 181 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$64K | – | 459 |
|
|
2021
Q4 | $64K | Buy |
+200
| New | +$64K | 0.04% | 178 |
|