SWM
SVA Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.98M | Sell |
14,625
-853
| -6% | -$232K | 0.35% | 59 |
|
|
2020
Q3 | $3.13M | Buy |
15,478
+460
| +3% | +$93.1K | 0.31% | 68 |
|
|
2020
Q2 | $2.75M | Buy |
15,018
+789
| +6% | +$145K | 0.29% | 69 |
|
|
2020
Q1 | $1.85M | Buy |
14,229
+11,187
| +368% | +$1.45M | 0.21% | 83 |
|
|
2019
Q4 | $626K | Buy |
+3,042
| New | +$626K | 0.06% | 137 |
|
|
2019
Q2 | – | Sell |
-1,739
| Closed | -$298K | – | 215 |
|
|
2019
Q1 | $298K | Sell |
1,739
-7
| -0.4% | -$1.2K | 0.03% | 184 |
|
|
2018
Q4 | $260K | Hold |
1,746
| – | – | 0.03% | 187 |
|
|
2018
Q3 | $321K | Sell |
1,746
-6
| -0.3% | -$1.1K | 0.03% | 181 |
|
|
2018
Q2 | $273K | Sell |
1,752
-60
| -3% | -$9.35K | 0.03% | 187 |
|
|
2018
Q1 | $317K | Buy |
1,812
+73
| +4% | +$12.8K | 0.04% | 176 |
|
|
2017
Q4 | $347K | Sell |
1,739
-73
| -4% | -$14.6K | 0.04% | 167 |
|
|
2017
Q3 | $317K | Hold |
1,812
| – | – | 0.04% | 176 |
|
|
2017
Q2 | $290K | Hold |
1,812
| – | – | 0.04% | 168 |
|
|
2017
Q1 | $290K | Hold |
1,812
| – | – | 0.04% | 164 |
|
|
2016
Q4 | $254K | Hold |
1,812
| – | – | 0.04% | 177 |
|
|
2016
Q3 | $227K | Buy |
+1,812
| New | +$227K | 0.04% | 183 |
|