Focused 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-57
| Closed | -$10K | – | 748 |
|
2019
Q1 | $10K | Hold |
57
| – | – | ﹤0.01% | 453 |
|
2018
Q4 | $9K | Hold |
57
| – | – | ﹤0.01% | 461 |
|
2018
Q3 | $11K | Hold |
57
| – | – | ﹤0.01% | 433 |
|
2018
Q2 | $9K | Hold |
57
| – | – | ﹤0.01% | 452 |
|
2018
Q1 | $10K | Hold |
57
| – | – | ﹤0.01% | 467 |
|
2017
Q4 | $11K | Sell |
57
-112
| -66% | -$21.6K | ﹤0.01% | 449 |
|
2017
Q3 | $30K | Buy |
169
+113
| +202% | +$20.1K | 0.01% | 297 |
|
2017
Q2 | $9K | Hold |
56
| – | – | ﹤0.01% | 483 |
|
2017
Q1 | $9K | Hold |
56
| – | – | ﹤0.01% | 467 |
|
2016
Q4 | $8K | Buy |
56
+1
| +2% | +$143 | ﹤0.01% | 491 |
|
2016
Q3 | $7K | Hold |
55
| – | – | ﹤0.01% | 492 |
|
2016
Q2 | $6K | Hold |
55
| – | – | ﹤0.01% | 499 |
|
2016
Q1 | $6K | Buy |
55
+1
| +2% | +$109 | ﹤0.01% | 461 |
|
2015
Q4 | $5K | Hold |
54
| – | – | ﹤0.01% | 507 |
|
2015
Q3 | $5K | Hold |
54
| – | – | ﹤0.01% | 492 |
|
2015
Q2 | $6K | Hold |
54
| – | – | ﹤0.01% | 480 |
|
2015
Q1 | $6K | Buy |
54
+1
| +2% | +$111 | ﹤0.01% | 500 |
|
2014
Q4 | $7K | Hold |
53
| – | – | 0.01% | 470 |
|
2014
Q3 | $6K | Hold |
53
| – | – | ﹤0.01% | 485 |
|
2014
Q2 | $7K | Hold |
53
| – | – | 0.01% | 468 |
|
2014
Q1 | $6K | Buy |
53
+1
| +2% | +$113 | 0.01% | 456 |
|
2013
Q4 | $7K | Hold |
52
| – | – | 0.01% | 440 |
|
2013
Q3 | $6K | Buy |
+52
| New | +$6K | 0.01% | 432 |
|