KSWA
Kathleen S. Wright Associates’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24
| Closed | -$15.2K | – | 290 |
|
|
2024
Q3 | $15.2K | Hold |
24
| – | – | 0.01% | 228 |
|
|
2024
Q2 | $12.1K | Hold |
24
| – | – | 0.01% | 190 |
|
|
2024
Q1 | $13.3K | Hold |
24
| – | – | 0.01% | 175 |
|
|
2023
Q4 | $11.1K | Hold |
24
| – | – | 0.01% | 160 |
|
|
2023
Q3 | $9.35K | Hold |
24
| – | – | 0.01% | 151 |
|
|
2023
Q2 | $9.36K | Hold |
24
| – | – | 0.01% | 134 |
|
|
2023
Q1 | $8.07K | Hold |
24
| – | – | 0.01% | 130 |
|
|
2022
Q4 | $7K | Hold |
24
| – | – | ﹤0.01% | 165 |
|
|
2022
Q3 | $6K | Buy |
+24
| New | +$6K | ﹤0.01% | 154 |
|