Novare Capital Management’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,070
| Closed | -$426K | – | 138 |
|
|
2019
Q4 | $426K | Sell |
2,070
-1,440
| -41% | -$296K | 0.06% | 122 |
|
|
2019
Q3 | $634K | Hold |
3,510
| – | – | 0.09% | 112 |
|
|
2019
Q2 | $597K | Sell |
3,510
-17
| -0.5% | -$2.89K | 0.09% | 113 |
|
|
2019
Q1 | $605K | Buy |
3,527
+110
| +3% | +$18.9K | 0.09% | 109 |
|
|
2018
Q4 | $510K | Sell |
3,417
-863
| -20% | -$129K | 0.09% | 115 |
|
|
2018
Q3 | $668K | Hold |
4,280
| – | – | 0.11% | 109 |
|
|
2018
Q2 | $667K | Buy |
4,280
+340
| +9% | +$53K | 0.11% | 113 |
|
|
2018
Q1 | $674K | Sell |
3,940
-2,955
| -43% | -$506K | 0.12% | 118 |
|
|
2017
Q4 | $1.38M | Sell |
6,895
-855
| -11% | -$171K | 0.23% | 101 |
|
|
2017
Q3 | $1.36M | Buy |
+7,750
| New | +$1.36M | 0.24% | 103 |
|