TWA
TCI Wealth Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-23
| Closed | -$7.73K | – | 1652 |
|
|
2023
Q1 | $7.73K | Sell |
23
-7
| -23% | -$2.35K | ﹤0.01% | 1240 |
|
|
2022
Q4 | $8.73K | Buy |
30
+8
| +36% | +$2.33K | ﹤0.01% | 1160 |
|
|
2022
Q3 | $5K | Buy |
22
+4
| +22% | +$909 | ﹤0.01% | 1500 |
|
|
2022
Q2 | $4K | Sell |
18
-24
| -57% | -$5.33K | ﹤0.01% | 1672 |
|
|
2022
Q1 | $12K | Sell |
42
-22
| -34% | -$6.29K | ﹤0.01% | 992 |
|
|
2021
Q4 | $20K | Buy |
64
+24
| +60% | +$7.5K | ﹤0.01% | 720 |
|
|
2021
Q3 | $11K | Sell |
40
-4
| -9% | -$1.1K | ﹤0.01% | 1034 |
|
|
2021
Q2 | $14K | Buy |
44
+7
| +19% | +$2.23K | ﹤0.01% | 739 |
|
|
2021
Q1 | $12K | Buy |
37
+21
| +131% | +$6.81K | 0.01% | 747 |
|
|
2020
Q4 | $4K | Hold |
16
| – | – | ﹤0.01% | 975 |
|
|
2020
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 970 |
|
|
2020
Q2 | $3K | Sell |
16
-12
| -43% | -$2.25K | ﹤0.01% | 935 |
|
|
2020
Q1 | $4K | Sell |
28
-5
| -15% | -$714 | ﹤0.01% | 776 |
|
|
2019
Q4 | $7K | Buy |
33
+5
| +18% | +$1.06K | ﹤0.01% | 778 |
|
|
2019
Q3 | $5K | Buy |
28
+13
| +87% | +$2.32K | ﹤0.01% | 815 |
|
|
2019
Q2 | $3K | Sell |
15
-3
| -17% | -$600 | ﹤0.01% | 917 |
|
|
2019
Q1 | $3K | Sell |
18
-3
| -14% | -$500 | ﹤0.01% | 924 |
|
|
2018
Q4 | $3K | Buy |
21
+3
| +17% | +$429 | ﹤0.01% | 902 |
|
|
2018
Q3 | $3K | Sell |
18
-10
| -36% | -$1.67K | ﹤0.01% | 930 |
|
|
2018
Q2 | $4K | Buy |
28
+15
| +115% | +$2.14K | ﹤0.01% | 864 |
|
|
2018
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 992 |
|
|
2017
Q4 | $3K | Hold |
13
| – | – | ﹤0.01% | 926 |
|
|
2017
Q3 | $2K | Sell |
13
-14
| -52% | -$2.15K | ﹤0.01% | 973 |
|
|
2017
Q2 | $4K | Buy |
27
+14
| +108% | +$2.07K | ﹤0.01% | 818 |
|
|
2017
Q1 | $2K | Sell |
13
-55
| -81% | -$8.46K | ﹤0.01% | 961 |
|
|
2016
Q4 | $10K | Hold |
68
| – | – | 0.01% | 634 |
|
|
2016
Q3 | $9K | Buy |
68
+55
| +423% | +$7.28K | ﹤0.01% | 606 |
|
|
2016
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1119 |
|
|
2016
Q1 | $1K | Sell |
13
-89
| -87% | -$6.85K | ﹤0.01% | 1129 |
|
|
2015
Q4 | $10K | Sell |
102
-366
| -78% | -$35.9K | 0.01% | 586 |
|
|
2015
Q3 | $46K | Buy |
468
+145
| +45% | +$14.3K | 0.03% | 298 |
|
|
2015
Q2 | $38K | Sell |
323
-81
| -20% | -$9.53K | 0.02% | 305 |
|
|
2015
Q1 | $48K | Hold |
404
| – | – | 0.03% | 239 |
|
|
2014
Q4 | $52K | Buy |
404
+310
| +330% | +$39.9K | 0.03% | 244 |
|
|
2014
Q3 | $11K | Buy |
94
+81
| +623% | +$9.48K | 0.01% | 429 |
|
|
2014
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 772 |
|
|
2014
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 731 |
|
|
2013
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 723 |
|
|
2013
Q3 | $1K | Sell |
13
-87
| -87% | -$6.69K | ﹤0.01% | 713 |
|
|
2013
Q2 | $10K | Buy |
+100
| New | +$10K | 0.01% | 375 |
|