Next Financial Group’s Parker-Hannifin PH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$93K Buy
294
+45
+18% +$14.2K 0.01% 1197
2021
Q3
$70K Buy
249
+50
+25% +$14.1K 0.01% 1274
2021
Q2
$61K Buy
199
+30
+18% +$9.2K ﹤0.01% 1304
2021
Q1
$53K Buy
169
+20
+13% +$6.27K ﹤0.01% 1259
2020
Q4
$40K Buy
149
+43
+41% +$11.5K ﹤0.01% 1272
2020
Q3
$21K Buy
+106
New +$21K ﹤0.01% 1394
2020
Q2
Sell
-105
Closed -$14K 1541
2020
Q1
$14K Buy
105
+63
+150% +$8.4K ﹤0.01% 1410
2019
Q4
$9K Hold
42
﹤0.01% 1819
2019
Q3
$8K Hold
42
﹤0.01% 1778
2019
Q2
$7K Hold
42
﹤0.01% 1798
2019
Q1
$7K Buy
42
+5
+14% +$833 ﹤0.01% 1193
2018
Q4
$6K Hold
37
﹤0.01% 1507
2018
Q3
$7K Buy
+37
New +$7K ﹤0.01% 1101
2017
Q1
Sell
-37
Closed -$5K 2183
2016
Q4
$5K Hold
37
﹤0.01% 1940
2016
Q3
$5K Buy
+37
New +$5K ﹤0.01% 1936
2015
Q4
Sell
-2
Closed 1912
2015
Q3
$0 Hold
2
﹤0.01% 1935
2015
Q2
$0 Hold
2
﹤0.01% 1935
2015
Q1
$0 Hold
2
﹤0.01% 1935
2014
Q4
$0 Sell
2
-37
-95% ﹤0.01% 2235
2014
Q3
$4K Buy
+39
New +$4K ﹤0.01% 2161