CWS
Cypress Wealth Services’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,149
| Closed | -$353K | – | 249 |
|
|
2021
Q2 | $353K | Buy |
1,149
+4
| +0.3% | +$1.23K | 0.1% | 177 |
|
|
2021
Q1 | $361K | Buy |
1,145
+14
| +1% | +$4.41K | 0.08% | 196 |
|
|
2020
Q4 | $308K | Buy |
+1,131
| New | +$308K | 0.07% | 200 |
|
|
2020
Q3 | – | Sell |
-1,123
| Closed | -$206K | – | 180 |
|
|
2020
Q2 | $206K | Buy |
+1,123
| New | +$206K | 0.05% | 248 |
|
|
2020
Q1 | – | Sell |
-1,112
| Closed | -$229K | – | 263 |
|
|
2019
Q4 | $229K | Buy |
1,112
+4
| +0.4% | +$824 | 0.06% | 222 |
|
|
2019
Q3 | $200K | Buy |
+1,108
| New | +$200K | 0.05% | 241 |
|
|
2019
Q1 | – | Sell |
-1,427
| Closed | -$213K | – | 268 |
|
|
2018
Q4 | $213K | Buy |
1,427
+11
| +0.8% | +$1.64K | 0.08% | 189 |
|
|
2018
Q3 | $260K | Buy |
1,416
+4
| +0.3% | +$734 | 0.09% | 181 |
|
|
2018
Q2 | $220K | Buy |
+1,412
| New | +$220K | 0.08% | 202 |
|