IWA
IBEX Wealth Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,628
| Closed | -$4.03M | – | 203 |
|
|
2025
Q1 | $4.03M | Sell |
6,628
-4,997
| -43% | -$3.04M | 0.53% | 64 |
|
|
2024
Q4 | $7.39M | Buy |
+11,625
| New | +$7.39M | 0.87% | 32 |
|
|
2024
Q3 | – | Sell |
-10,916
| Closed | -$5.52M | – | 226 |
|
|
2024
Q2 | $5.52M | Buy |
+10,916
| New | +$5.52M | 0.86% | 35 |
|
|
2024
Q1 | – | Sell |
-9
| Closed | -$3.99K | – | 145 |
|
|
2023
Q4 | $3.99K | Sell |
9
-8,161
| -100% | -$3.62M | 0.87% | 44 |
|
|
2023
Q3 | $3.18M | Buy |
+8,170
| New | +$3.18M | 0.81% | 43 |
|
|
2021
Q4 | – | Sell |
-172
| Closed | -$48K | – | 367 |
|
|
2021
Q3 | $48K | Buy |
+172
| New | +$48K | 0.01% | 278 |
|
|
2019
Q3 | – | Sell |
-163
| Closed | -$27K | – | 279 |
|
|
2019
Q2 | $27K | Buy |
+163
| New | +$27K | 0.01% | 254 |
|
|
2017
Q1 | – | Sell |
-225
| Closed | -$32K | – | 297 |
|
|
2016
Q4 | $32K | Buy |
+225
| New | +$32K | 0.02% | 193 |
|