Nicola 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-651
| Closed | -$208K | – | 126 |
|
|
2021
Q4 | $208K | Buy |
+651
| New | +$208K | 0.02% | 118 |
|
|
2021
Q3 | – | Sell |
-1,216
| Closed | -$374K | – | 118 |
|
|
2021
Q2 | $374K | Sell |
1,216
-284
| -19% | -$87.3K | 0.04% | 114 |
|
|
2021
Q1 | $473K | Sell |
1,500
-5,100
| -77% | -$1.61M | 0.05% | 111 |
|
|
2020
Q4 | $1.8M | Hold |
6,600
| – | – | 0.22% | 96 |
|
|
2020
Q3 | $1.34M | Hold |
6,600
| – | – | 0.19% | 100 |
|
|
2020
Q2 | $1.21M | Hold |
6,600
| – | – | 0.17% | 102 |
|
|
2020
Q1 | $1.21M | Buy |
+6,600
| New | +$1.21M | 0.18% | 96 |
|