Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-124
| Closed | -$16K | – | 796 |
|
|
2016
Q3 | $16K | Sell |
124
-245
| -66% | -$31.6K | 0.01% | 662 |
|
|
2016
Q2 | $40K | Sell |
369
-57
| -13% | -$6.18K | 0.02% | 442 |
|
|
2016
Q1 | $47K | Sell |
426
-10
| -2% | -$1.1K | 0.02% | 397 |
|
|
2015
Q4 | $42K | Hold |
436
| – | – | 0.02% | 423 |
|
|
2015
Q3 | $42K | Buy |
436
+124
| +40% | +$11.9K | 0.02% | 418 |
|
|
2015
Q2 | $36K | Buy |
312
+45
| +17% | +$5.19K | 0.01% | 455 |
|
|
2015
Q1 | $31K | Buy |
+267
| New | +$31K | 0.01% | 470 |
|