Security National Trust’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-26
| Closed | -$5K | – | 421 |
|
|
2020
Q2 | $5K | Hold |
26
| – | – | ﹤0.01% | 377 |
|
|
2020
Q1 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 431 |
|
|
2015
Q3 | – | Sell |
-25
| Closed | -$3K | – | 479 |
|
|
2015
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 455 |
|
|
2015
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 460 |
|
|
2014
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 483 |
|
|
2014
Q1 | – | Sell |
-90
| Closed | -$12K | – | 540 |
|
|
2013
Q4 | $12K | Hold |
90
| – | – | 0.01% | 397 |
|
|
2013
Q3 | $10K | Hold |
90
| – | – | ﹤0.01% | 394 |
|
|
2013
Q2 | $9K | Buy |
+90
| New | +$9K | ﹤0.01% | 389 |
|