Concert Wealth Management’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,867
| Closed | -$217K | – | 724 |
|
|
2015
Q2 | $217K | Buy |
+1,867
| New | +$217K | 0.03% | 616 |
|
|
2015
Q1 | – | Sell |
-1,926
| Closed | -$251K | – | 579 |
|
|
2014
Q4 | $251K | Sell |
1,926
-9
| -0.5% | -$1.17K | 0.04% | 516 |
|
|
2014
Q3 | $222K | Sell |
1,935
-714
| -27% | -$81.9K | 0.03% | 473 |
|
|
2014
Q2 | $322K | Sell |
2,649
-196
| -7% | -$23.8K | 0.04% | 396 |
|
|
2014
Q1 | $340K | Buy |
2,845
+38
| +1% | +$4.54K | 0.04% | 372 |
|
|
2013
Q4 | $364K | Buy |
2,807
+65
| +2% | +$8.43K | 0.05% | 333 |
|
|
2013
Q3 | $298K | Sell |
2,742
-833
| -23% | -$90.5K | 0.04% | 371 |
|
|
2013
Q2 | $339K | Buy |
+3,575
| New | +$339K | 0.05% | 310 |
|