FinTrust Capital 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
Q3 | $55K | Hold |
87
| – | – | 0.01% | 545 |
|
|
2024
Q2 | $44K | Buy |
87
+20
| +30% | +$10.1K | 0.01% | 557 |
|
|
2024
Q1 | $37.2K | Buy |
67
+8
| +14% | +$4.45K | 0.01% | 596 |
|
|
2023
Q4 | $27.2K | Buy |
59
+14
| +31% | +$6.45K | 0.01% | 619 |
|
|
2023
Q3 | $17.5K | Buy |
45
+32
| +246% | +$12.5K | ﹤0.01% | 677 |
|
|
2023
Q2 | $3.78K | Hold |
13
| – | – | ﹤0.01% | 906 |
|
|
2023
Q1 | $3.78K | Hold |
13
| – | – | ﹤0.01% | 902 |
|
|
2022
Q4 | $3.78K | Sell |
13
-72
| -85% | -$21K | ﹤0.01% | 904 |
|
|
2022
Q3 | $23K | Sell |
85
-32
| -27% | -$8.66K | 0.01% | 691 |
|
|
2022
Q2 | $31K | Sell |
117
-8
| -6% | -$2.12K | 0.01% | 622 |
|
|
2022
Q1 | $35K | Buy |
+125
| New | +$35K | 0.01% | 628 |
|
|
2020
Q2 | – | Sell |
-27
| Closed | -$4K | – | 1120 |
|
|
2020
Q1 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 910 |
|
|
2019
Q2 | – | Sell |
-107
| Closed | -$18K | – | 1198 |
|
|
2019
Q1 | $18K | Hold |
107
| – | – | 0.01% | 629 |
|
|
2018
Q4 | $16K | Buy |
+107
| New | +$16K | 0.01% | 651 |
|