Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,098
| Closed | -$337K | – | 194 |
|
|
2021
Q2 | $337K | Buy |
1,098
+4
| +0.4% | +$1.23K | 0.04% | 150 |
|
|
2021
Q1 | $345K | Buy |
1,094
+3
| +0.3% | +$946 | 0.04% | 146 |
|
|
2020
Q4 | $297K | Buy |
1,091
+3
| +0.3% | +$817 | 0.04% | 141 |
|
|
2020
Q3 | $220K | Buy |
+1,088
| New | +$220K | 0.03% | 142 |
|
|
2020
Q1 | – | Sell |
-1,072
| Closed | -$220K | – | 139 |
|
|
2019
Q4 | $220K | Buy |
+1,072
| New | +$220K | 0.03% | 139 |
|
|
2019
Q3 | – | Sell |
-1,063
| Closed | -$181K | – | 590 |
|
|
2019
Q2 | $181K | Buy |
1,063
+6
| +0.6% | +$1.02K | 0.03% | 167 |
|
|
2019
Q1 | $181K | Buy |
1,057
+30
| +3% | +$5.14K | 0.03% | 152 |
|
|
2018
Q4 | $153K | Buy |
+1,027
| New | +$153K | 0.03% | 159 |
|