Financial Architects (New Jersey)’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9
| Closed | -$2K | – | 621 |
|
|
2020
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 810 |
|
|
2020
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 818 |
|
|
2019
Q4 | $2K | Sell |
9
-10
| -53% | -$1.94K | ﹤0.01% | 845 |
|
|
2019
Q3 | $3K | Sell |
19
-15
| -44% | -$2.55K | ﹤0.01% | 888 |
|
|
2019
Q2 | $6K | Sell |
34
-7
| -17% | -$1.21K | ﹤0.01% | 976 |
|
|
2019
Q1 | $7K | Sell |
41
-900
| -96% | -$149K | ﹤0.01% | 1170 |
|
|
2018
Q4 | $140K | Buy |
941
+795
| +545% | +$129K | 0.03% | 331 |
|
|
2018
Q3 | $27K | Hold |
146
| – | – | ﹤0.01% | 835 |
|
|
2018
Q2 | $23K | Sell |
146
-121
| -45% | -$20.6K | ﹤0.01% | 777 |
|
|
2018
Q1 | $46K | Sell |
267
-39
| -13% | -$7.39K | 0.01% | 633 |
|
|
2017
Q4 | $61K | Sell |
306
-6
| -2% | -$1.11K | 0.01% | 617 |
|
|
2017
Q3 | $55K | Buy |
312
+101
| +48% | +$16.6K | 0.01% | 662 |
|
|
2017
Q2 | $34K | Buy |
211
+76
| +56% | +$12K | 0.01% | 805 |
|
|
2017
Q1 | $22K | Hold |
135
| – | – | ﹤0.01% | 915 |
|
|
2016
Q4 | $19K | Hold |
135
| – | – | ﹤0.01% | 857 |
|
|
2016
Q3 | $17K | Hold |
135
| – | – | ﹤0.01% | 880 |
|
|
2016
Q2 | $15K | Buy |
135
+23
| +21% | +$2.58K | ﹤0.01% | 868 |
|
|
2016
Q1 | $12K | Buy |
+112
| New | +$11.3K | ﹤0.01% | 709 |
|
|
2015
Q3 | – | Sell |
-112
| Closed | -$13K | – | 713 |
|
|
2015
Q2 | $13K | Hold |
112
| – | – | ﹤0.01% | 733 |
|
|
2015
Q1 | $13K | Sell |
112
-6
| -5% | -$727 | 0.01% | 663 |
|
|
2014
Q4 | $15K | Buy |
118
+6
| +5% | +$736 | 0.01% | 585 |
|
|
2014
Q3 | $13K | Hold |
112
| – | – | 0.01% | 540 |
|
|
2014
Q2 | $14K | Buy |
+112
| New | +$14K | 0.01% | 570 |
|
Other funds holding PH
