DWA
Delos Wealth Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12
| Closed | -$6.07K | – | 319 |
|
|
2024
Q2 | $6.07K | Hold |
12
| – | – | 0.01% | 148 |
|
|
2024
Q1 | $6.67K | Buy |
+12
| New | +$6.67K | 0.01% | 141 |
|
|
2023
Q4 | – | Sell |
-33
| Closed | -$13.8K | – | 371 |
|
|
2023
Q3 | $13.8K | Hold |
33
| – | – | 0.02% | 125 |
|
|
2023
Q2 | $12.9K | Hold |
33
| – | – | 0.02% | 125 |
|
|
2023
Q1 | $11.1K | Hold |
33
| – | – | 0.01% | 128 |
|
|
2022
Q4 | $9.6K | Hold |
33
| – | – | 0.01% | 137 |
|
|
2022
Q3 | $8K | Hold |
33
| – | – | 0.01% | 149 |
|
|
2022
Q2 | $8K | Hold |
33
| – | – | 0.01% | 151 |
|
|
2022
Q1 | $9K | Hold |
33
| – | – | 0.01% | 173 |
|
|
2021
Q4 | $10K | Buy |
+33
| New | +$10K | 0.01% | 214 |
|