Realta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-715
| Closed | -$208K | – | 696 |
|
|
2022
Q4 | $208K | Buy |
+715
| New | +$208K | 0.05% | 380 |
|
|
2022
Q2 | – | Sell |
-768
| Closed | -$218K | – | 428 |
|
|
2022
Q1 | $218K | Buy |
+768
| New | +$218K | 0.04% | 371 |
|
|
2020
Q1 | – | Sell |
-93
| Closed | -$19K | – | 1080 |
|
|
2019
Q4 | $19K | Buy |
93
+24
| +35% | +$4.9K | 0.01% | 947 |
|
|
2019
Q3 | $12K | Hold |
69
| – | – | ﹤0.01% | 1068 |
|
|
2019
Q2 | $12K | Buy |
69
+6
| +10% | +$1.04K | ﹤0.01% | 1088 |
|
|
2019
Q1 | $11K | Buy |
+63
| New | +$11K | 0.01% | 892 |
|