Concord Wealth Partners’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13
| Closed | -$5.06K | – | 970 |
|
|
2023
Q3 | $5.06K | Hold |
13
| – | – | ﹤0.01% | 713 |
|
|
2023
Q2 | $5.07K | Hold |
13
| – | – | ﹤0.01% | 705 |
|
|
2023
Q1 | $4.37K | Sell |
13
-6
| -32% | -$2.02K | ﹤0.01% | 694 |
|
|
2022
Q4 | $5.53K | Buy |
+19
| New | +$5.53K | ﹤0.01% | 738 |
|
|
2022
Q3 | – | Sell |
-17
| Closed | -$4K | – | 851 |
|
|
2022
Q2 | $4K | Hold |
17
| – | – | ﹤0.01% | 884 |
|
|
2022
Q1 | $5K | Buy |
17
+4
| +31% | +$1.18K | ﹤0.01% | 914 |
|
|
2021
Q4 | $4K | Hold |
13
| – | – | ﹤0.01% | 1003 |
|
|
2021
Q3 | $4K | Hold |
13
| – | – | ﹤0.01% | 640 |
|
|
2021
Q2 | $4K | Hold |
13
| – | – | ﹤0.01% | 775 |
|
|
2021
Q1 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 725 |
|