Optimum Investment Advisors’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-168
| Closed | -$41K | – | 807 |
|
|
2022
Q3 | $41K | Hold |
168
| – | – | 0.02% | 407 |
|
|
2022
Q2 | $41K | Hold |
168
| – | – | 0.02% | 425 |
|
|
2022
Q1 | $48K | Hold |
168
| – | – | 0.02% | 434 |
|
|
2021
Q4 | $53K | Hold |
168
| – | – | 0.02% | 455 |
|
|
2021
Q3 | $47K | Hold |
168
| – | – | 0.02% | 462 |
|
|
2021
Q2 | $52K | Hold |
168
| – | – | 0.02% | 499 |
|
|
2021
Q1 | $53K | Buy |
168
+75
| +81% | +$23.7K | 0.02% | 491 |
|
|
2020
Q4 | $25K | Buy |
+93
| New | +$25K | 0.01% | 594 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 998 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1046 |
|
|
2014
Q4 | – | Sell |
-1,125
| Closed | -$128K | – | 1011 |
|
|
2014
Q3 | $128K | Hold |
1,125
| – | – | 0.04% | 318 |
|
|
2014
Q2 | $141K | Buy |
1,125
+150
| +15% | +$18.8K | 0.05% | 303 |
|
|
2014
Q1 | $117K | Sell |
975
-300
| -24% | -$36K | 0.04% | 281 |
|
|
2013
Q4 | $164K | Hold |
1,275
| – | – | 0.06% | 248 |
|
|
2013
Q3 | $139K | Buy |
+1,275
| New | +$139K | 0.06% | 245 |
|