CWA
CM Wealth Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-543
| Closed | -$299K | – | 150 |
|
|
2024
Q1 | $299K | Buy |
+543
| New | +$299K | 0.09% | 138 |
|
|
2023
Q3 | – | Sell |
-711
| Closed | -$284K | – | 147 |
|
|
2023
Q2 | $284K | Sell |
711
-3,330
| -82% | -$1.33M | 0.09% | 111 |
|
|
2023
Q1 | $1.26M | Buy |
+4,041
| New | +$1.26M | 0.24% | 110 |
|