MBM Wealth Consultants’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-150
| Closed | -$50K | – | 229 |
|
|
2023
Q1 | $50K | Hold |
150
| – | – | 0.02% | 157 |
|
|
2022
Q4 | $44K | Hold |
150
| – | – | 0.02% | 167 |
|
|
2022
Q3 | $38K | Sell |
150
-201
| -57% | -$50.9K | 0.02% | 161 |
|
|
2022
Q2 | $86K | Sell |
351
-149
| -30% | -$36.5K | 0.04% | 117 |
|
|
2022
Q1 | $142K | Buy |
+500
| New | +$142K | 0.06% | 111 |
|