Financial Synergies Wealth Advisors’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-109
| Closed | -$60.7K | – | 353 |
|
|
2024
Q1 | $60.7K | Buy |
109
+44
| +68% | +$24.5K | 0.01% | 117 |
|
|
2023
Q4 | $18.9K | Sell |
65
-44
| -40% | -$12.8K | ﹤0.01% | 142 |
|
|
2023
Q3 | $42.5K | Buy |
109
+44
| +68% | +$17.1K | 0.01% | 118 |
|
|
2023
Q2 | $25.4K | Sell |
65
-12
| -16% | -$4.68K | ﹤0.01% | 148 |
|
|
2023
Q1 | $25.9K | Buy |
77
+12
| +18% | +$4.03K | ﹤0.01% | 153 |
|
|
2022
Q4 | $18.9K | Buy |
+65
| New | +$18.9K | ﹤0.01% | 142 |
|